+38,767.3%
ADI vs VTRS
+553.2%
+38,214.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.8% | +4.1% | +4.7% |
| 7D | +4.6% | -2.2% | +6.8% | +5.2% |
| 30D | -1.2% | +3.3% | -4.5% | -2.0% |
| 3M | -7.8% | +2.0% | -9.8% | -8.7% |
| 6M | +19.3% | +19.9% | -0.6% | +13.2% |
| YTD | +40.9% | +35.7% | +5.2% | +29.3% |
| 1Y | +54.5% | +68.1% | -13.6% | +33.9% |
| 3Y | +123.4% | +87.1% | +36.3% | +85.8% |
| 5Y | +142.3% | +47.6% | +94.7% | +109.1% |
| 10Y | +664.1% | -48.2% | +712.3% | +692.6% |
| All | +38,767.3% | +553.2% | +38,214.2% | +16,502.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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