+1,361.8%
ADI vs VXUS
+163.7%
+1,198.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.8% | +5.7% | +5.4% |
| 7D | -4.4% | +0.8% | -5.2% | -4.9% |
| 30D | -2.8% | -1.9% | -1.0% | -0.2% |
| 3M | +1.5% | -4.4% | +5.9% | +7.4% |
| 6M | -4.7% | -2.0% | -2.7% | -1.3% |
| YTD | +46.8% | +11.1% | +35.7% | +32.2% |
| 1Y | +74.9% | +15.1% | +59.8% | +51.9% |
| 3Y | +147.4% | +70.4% | +77.0% | +42.8% |
| 5Y | +131.9% | +47.2% | +84.7% | +58.0% |
| 10Y | +630.6% | +142.3% | +488.3% | +216.2% |
| All | +1,361.8% | +163.7% | +1,198.1% | +491.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling