-99.7%
ADIL vs VT
+66.2%
-165.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | 0.0% | +6.9% | +6.9% |
| 7D | +27.1% | +0.4% | +26.7% | +26.7% |
| 30D | +75.8% | +1.0% | +74.8% | +74.0% |
| 3M | +194.2% | +2.4% | +191.8% | +188.3% |
| 6M | +257.8% | +12.0% | +245.8% | +225.5% |
| YTD | +29.5% | +15.3% | +14.1% | +15.1% |
| 1Y | -18.6% | +22.6% | -41.2% | -31.0% |
| 3Y | -93.2% | +74.7% | -167.9% | -95.8% |
| All | -99.7% | +66.2% | -165.9% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling