+2,826.7%
VRT vs ADI
+342.9%
+2,483.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.5% |
| 7D | +13.6% | +2.4% | +11.2% | +11.9% |
| 30D | +6.8% | -6.6% | +13.3% | +11.9% |
| 3M | -3.2% | -9.8% | +6.6% | +4.9% |
| 6M | +20.3% | +15.7% | +4.7% | +11.3% |
| YTD | +79.6% | +35.1% | +44.5% | +50.6% |
| 1Y | +139.0% | +47.7% | +91.3% | +89.4% |
| 3Y | +644.6% | +114.5% | +530.1% | +366.8% |
| 5Y | +1,024.4% | +141.2% | +883.1% | +565.4% |
| All | +2,826.7% | +342.9% | +2,483.8% | +1,259.3% |
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