+141.2%
ADI vs VXUS
+54.5%
+86.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.8% |
| 7D | +2.4% | +1.6% | +0.9% | +0.3% |
| 30D | -6.6% | +1.0% | -7.6% | -7.8% |
| 3M | -9.8% | +5.7% | -15.5% | -15.5% |
| 6M | +15.7% | +13.6% | +2.1% | -1.6% |
| YTD | +35.1% | +17.4% | +17.7% | +9.8% |
| 1Y | +47.7% | +25.1% | +22.6% | +10.6% |
| 3Y | +114.5% | +75.8% | +38.6% | +4.4% |
| 5Y | +141.2% | +55.4% | +85.9% | +39.5% |
| All | +141.2% | +54.5% | +86.7% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling