+114.5%
ADI vs VUG
+88.1%
+26.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.7% |
| 7D | +2.4% | +0.9% | +1.6% | +1.4% |
| 30D | -6.6% | -1.4% | -5.1% | -5.1% |
| 3M | -9.8% | +2.3% | -12.1% | -11.9% |
| 6M | +15.7% | +15.7% | 0.0% | -1.6% |
| YTD | +35.1% | +8.6% | +26.5% | +23.1% |
| 1Y | +47.7% | +14.1% | +33.6% | +27.2% |
| 3Y | +114.5% | +87.9% | +26.6% | +11.4% |
| All | +114.5% | +88.1% | +26.4% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling