-93.2%
ADIL vs VT
+75.0%
-168.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | 0.0% | +6.9% | +6.9% |
| 7D | +27.1% | +0.4% | +26.7% | +26.8% |
| 30D | +75.8% | +1.0% | +74.8% | +74.2% |
| 3M | +194.2% | +2.4% | +191.8% | +188.1% |
| 6M | +257.8% | +12.0% | +245.8% | +231.4% |
| YTD | +29.5% | +15.3% | +14.1% | +17.9% |
| 1Y | -18.6% | +22.6% | -41.2% | -28.3% |
| All | -93.2% | +75.0% | -168.2% | -96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling