+62.6%
ADM vs VIG
+63.6%
-1.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.4% |
| 7D | -0.1% | -0.4% | +0.3% | +0.2% |
| 30D | +11.0% | -2.1% | +13.1% | +12.6% |
| 3M | +6.0% | +3.3% | +2.7% | +3.4% |
| 6M | +26.9% | +9.3% | +17.6% | +18.8% |
| YTD | +50.0% | +10.1% | +39.9% | +39.6% |
| 1Y | +39.6% | +14.7% | +24.9% | +25.9% |
| 3Y | +18.5% | +56.9% | -38.4% | -16.7% |
| 5Y | +62.6% | +62.9% | -0.3% | +9.8% |
| All | +62.6% | +63.6% | -1.0% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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