+1,145.1%
ADI vs VUG
+1,251.8%
-106.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.1% |
| 7D | +0.4% | -0.1% | +0.5% | +0.5% |
| 30D | -3.8% | -0.3% | -3.5% | -3.5% |
| 3M | -15.3% | -0.7% | -14.6% | -14.3% |
| 6M | +6.7% | +14.6% | -7.9% | -7.8% |
| YTD | +34.8% | +9.0% | +25.7% | +22.6% |
| 1Y | +49.0% | +14.9% | +34.2% | +28.3% |
| 3Y | +108.1% | +86.0% | +22.0% | +7.6% |
| 5Y | +142.4% | +76.7% | +65.7% | +31.6% |
| 10Y | +589.9% | +411.3% | +178.6% | +21.2% |
| All | +1,145.1% | +1,251.8% | -106.7% | -24.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling