+1,625.4%
ADI vs VYM
+487.3%
+1,138.1%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.1% |
| 7D | +2.6% | -1.0% | +3.6% | +3.7% |
| 30D | -4.6% | -2.0% | -2.6% | -2.5% |
| 3M | -9.5% | +3.1% | -12.6% | -12.3% |
| 6M | +14.8% | +8.9% | +6.0% | +5.2% |
| YTD | +35.8% | +14.7% | +21.1% | +17.6% |
| 1Y | +48.9% | +19.4% | +29.5% | +23.8% |
| 3Y | +115.6% | +65.4% | +50.2% | +30.1% |
| 5Y | +135.1% | +77.6% | +57.5% | +33.9% |
| 10Y | +636.4% | +207.8% | +428.7% | +148.2% |
| All | +1,625.4% | +487.3% | +1,138.1% | +239.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling