+1,934.0%
VRT vs ADI
+385.3%
+1,548.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.8% | -0.8% | -1.7% |
| 7D | +10.5% | +9.5% | +1.0% | +4.1% |
| 30D | -9.3% | -1.4% | -7.9% | -7.3% |
| 3M | -29.6% | +4.7% | -34.3% | -30.6% |
| 6M | -45.4% | -7.4% | -37.9% | -41.3% |
| YTD | +24.8% | +48.1% | -23.2% | 0.0% |
| 1Y | +23.6% | +69.6% | -46.0% | -8.9% |
| 3Y | +379.7% | +144.4% | +235.3% | +180.5% |
| 5Y | +660.3% | +134.1% | +526.2% | +353.3% |
| All | +1,934.0% | +385.3% | +1,548.6% | +802.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling