+640.7%
ADI vs VXUS
+146.4%
+494.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.3% |
| 7D | +13.4% | +2.3% | +11.1% | +10.3% |
| 30D | -1.3% | -2.2% | +0.9% | +2.2% |
| 3M | +6.8% | -5.4% | +12.2% | +15.5% |
| 6M | -1.9% | -1.2% | -0.7% | +1.1% |
| YTD | +52.3% | +10.4% | +41.9% | +35.4% |
| 1Y | +71.6% | +11.8% | +59.8% | +50.3% |
| 3Y | +148.9% | +68.4% | +80.5% | +31.1% |
| 5Y | +140.8% | +45.9% | +94.9% | +53.6% |
| All | +640.7% | +146.4% | +494.2% | +169.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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