+1,378.7%
ADI vs VTI
+953.2%
+425.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.1% | +1.2% |
| 7D | +2.6% | -0.4% | +3.0% | +3.0% |
| 30D | -4.6% | -1.6% | -3.0% | -2.7% |
| 3M | -9.5% | +3.6% | -13.1% | -13.0% |
| 6M | +14.8% | +13.0% | +1.8% | -0.6% |
| YTD | +35.8% | +12.7% | +23.1% | +18.0% |
| 1Y | +48.9% | +18.4% | +30.6% | +22.1% |
| 3Y | +115.6% | +76.4% | +39.1% | +11.3% |
| 5Y | +135.1% | +73.7% | +61.4% | +25.4% |
| 10Y | +636.4% | +302.5% | +333.9% | +46.6% |
| All | +1,378.7% | +953.2% | +425.4% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VTI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling