+14.8%
ADI vs VTV
+14.1%
+0.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +1.2% |
| 7D | +2.6% | -0.7% | +3.3% | +4.1% |
| 30D | -4.6% | -0.5% | -4.1% | -3.8% |
| 3M | -9.5% | +5.3% | -14.8% | -20.3% |
| 6M | +14.8% | +12.9% | +2.0% | -13.5% |
| All | +14.8% | +14.1% | +0.7% | -13.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling