+624.3%
ADI vs VUG
+422.7%
+201.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.1% |
| 7D | +2.6% | +0.1% | +2.5% | +2.5% |
| 30D | -4.6% | -1.7% | -2.9% | -2.9% |
| 3M | -9.5% | +2.8% | -12.3% | -12.0% |
| 6M | +14.8% | +13.6% | +1.2% | +0.1% |
| YTD | +35.8% | +8.1% | +27.7% | +24.6% |
| 1Y | +48.9% | +13.1% | +35.9% | +30.2% |
| 3Y | +115.6% | +87.0% | +28.6% | +10.0% |
| 5Y | +135.1% | +76.0% | +59.1% | +28.1% |
| All | +624.3% | +422.7% | +201.6% | +12.8% |
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