+317.2%
ADP vs VIG
+262.6%
+54.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +0.3% | +3.1% | -2.8% | -3.0% |
| 30D | +11.6% | +5.0% | +6.6% | +5.5% |
| 3M | +15.1% | +2.7% | +12.4% | +11.5% |
| 6M | +46.0% | +11.0% | +35.1% | +29.8% |
| YTD | +22.4% | +16.0% | +6.4% | +3.3% |
| 1Y | +24.5% | +16.3% | +8.2% | +4.6% |
| 3Y | +44.8% | +66.8% | -22.0% | -20.0% |
| 5Y | +49.1% | +64.8% | -15.7% | -16.2% |
| All | +317.2% | +262.6% | +54.6% | -6.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling