+4,228.3%
ADI vs VTR
+1,492.6%
+2,735.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +2.4% | -2.4% | +4.8% | +3.1% |
| 30D | -6.6% | -3.7% | -2.8% | -5.8% |
| 3M | -9.8% | +13.5% | -23.3% | -13.1% |
| 6M | +15.7% | +7.2% | +8.5% | +12.8% |
| YTD | +35.1% | +17.6% | +17.6% | +28.6% |
| 1Y | +47.7% | +35.4% | +12.3% | +35.3% |
| 3Y | +114.5% | +132.8% | -18.4% | +69.8% |
| 5Y | +141.2% | +88.7% | +52.6% | +99.6% |
| 10Y | +611.3% | +87.6% | +523.7% | +439.0% |
| All | +4,228.3% | +1,492.6% | +2,735.7% | +1,654.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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