+48.0%
ADI vs VUG
+11.8%
+36.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | +1.3% | -1.9% | +3.2% | +3.3% |
| 30D | -6.0% | -1.6% | -4.4% | -4.5% |
| 3M | -7.7% | +4.4% | -12.1% | -11.1% |
| 6M | +14.0% | +13.2% | +0.8% | +1.5% |
| YTD | +34.4% | +7.5% | +26.9% | +25.7% |
| 1Y | +48.0% | +12.5% | +35.5% | +33.4% |
| All | +48.0% | +11.8% | +36.2% | +33.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling