+138.3%
ADI vs VWO
+34.0%
+104.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.2% | +4.1% |
| 7D | +4.6% | -1.8% | +6.3% | +6.7% |
| 30D | -1.2% | -0.1% | -1.1% | -1.0% |
| 3M | -7.8% | +2.2% | -10.0% | -9.5% |
| 6M | +19.3% | +8.8% | +10.6% | +9.7% |
| YTD | +40.9% | +12.4% | +28.5% | +24.9% |
| 1Y | +54.5% | +15.6% | +38.9% | +33.1% |
| 3Y | +123.4% | +62.5% | +60.9% | +34.8% |
| All | +138.3% | +34.0% | +104.2% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 5y: compounded portfolio wealth divided by compounded VWO 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…
5y analysis · Full analysis span regression · 6 months rolling