+1,148.4%
ADI vs VTV
+715.1%
+433.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +1.1% |
| 7D | +2.4% | +0.3% | +2.1% | +2.1% |
| 30D | -6.6% | +0.1% | -6.7% | -6.7% |
| 3M | -9.8% | +6.2% | -16.0% | -15.1% |
| 6M | +15.7% | +13.5% | +2.2% | +2.1% |
| YTD | +35.1% | +18.9% | +16.3% | +13.9% |
| 1Y | +47.7% | +25.8% | +21.9% | +17.8% |
| 3Y | +114.5% | +68.7% | +45.7% | +30.5% |
| 5Y | +141.2% | +80.3% | +60.9% | +39.8% |
| 10Y | +611.3% | +226.3% | +385.0% | +141.2% |
| All | +1,148.4% | +715.1% | +433.3% | +76.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling