+640.7%
ADI vs VUG
+402.9%
+237.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.3% |
| 7D | +13.4% | +4.4% | +9.0% | +8.3% |
| 30D | -1.3% | -7.3% | +6.0% | +7.9% |
| 3M | +6.8% | -4.2% | +11.0% | +12.6% |
| 6M | -1.9% | -1.6% | -0.3% | +0.6% |
| YTD | +52.3% | +4.9% | +47.4% | +45.3% |
| 1Y | +71.6% | +3.8% | +67.8% | +65.8% |
| 3Y | +148.9% | +79.4% | +69.5% | +33.7% |
| 5Y | +140.8% | +63.9% | +76.9% | +43.0% |
| All | +640.7% | +402.9% | +237.8% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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