+138.3%
ADI vs VYM
+77.5%
+60.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.2% | +3.8% |
| 7D | +4.6% | -0.8% | +5.4% | +5.9% |
| 30D | -1.2% | -2.2% | +1.1% | +2.3% |
| 3M | -7.8% | +3.1% | -10.9% | -11.9% |
| 6M | +19.3% | +9.7% | +9.6% | +4.3% |
| YTD | +40.9% | +14.9% | +26.0% | +14.9% |
| 1Y | +54.5% | +17.6% | +36.9% | +22.1% |
| 3Y | +123.4% | +65.3% | +58.1% | +12.4% |
| All | +138.3% | +77.5% | +60.8% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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