+13.8%
VRT vs ADI
+76.5%
-62.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -3.2% | -9.7% | -9.5% |
| 7D | -15.4% | -5.1% | -10.2% | -10.1% |
| 30D | -19.0% | -3.1% | -15.9% | -15.6% |
| 3M | -23.8% | +7.1% | -31.0% | -28.1% |
| 6M | -37.9% | +2.9% | -40.8% | -38.6% |
| YTD | +27.0% | +51.1% | -24.2% | -12.1% |
| 1Y | +13.8% | +79.3% | -65.5% | -31.5% |
| All | +13.8% | +76.5% | -62.7% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 1y: compounded portfolio wealth divided by compounded ADI 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…
1y analysis · Full analysis span regression · 6 months rolling