+651.5%
ADI vs VTV
+234.5%
+417.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.1% | +3.9% |
| 7D | +4.6% | -1.1% | +5.7% | +6.1% |
| 30D | -1.2% | -1.0% | -0.1% | +0.1% |
| 3M | -7.8% | +4.6% | -12.5% | -12.9% |
| 6M | +19.3% | +13.5% | +5.8% | +2.4% |
| YTD | +40.9% | +18.5% | +22.4% | +14.8% |
| 1Y | +54.5% | +22.9% | +31.6% | +20.6% |
| 3Y | +123.4% | +67.8% | +55.6% | +23.0% |
| 5Y | +142.3% | +81.8% | +60.5% | +23.6% |
| All | +651.5% | +234.5% | +417.0% | +113.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling