+113.1%
ADI vs VTV
+66.4%
+46.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | +0.2% |
| 7D | +1.3% | -2.1% | +3.4% | +5.1% |
| 30D | -6.0% | -1.3% | -4.6% | -3.7% |
| 3M | -7.7% | +5.6% | -13.4% | -16.3% |
| 6M | +14.0% | +12.4% | +1.6% | -6.9% |
| YTD | +34.4% | +17.6% | +16.7% | +1.5% |
| 1Y | +48.0% | +23.5% | +24.5% | +2.8% |
| All | +113.1% | +66.4% | +46.7% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling