+1,917.9%
VRT vs ADI
+381.3%
+1,536.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +8.6% | +1.1% | +3.7% |
| 7D | -10.6% | -4.4% | -6.2% | -7.0% |
| 30D | -17.4% | -2.8% | -14.6% | -14.8% |
| 3M | -26.4% | +1.5% | -27.9% | -26.0% |
| 6M | -41.0% | -4.7% | -36.3% | -37.8% |
| YTD | +23.8% | +46.8% | -23.0% | -0.4% |
| 1Y | +11.6% | +74.9% | -63.3% | -19.4% |
| 3Y | +403.5% | +147.4% | +256.0% | +192.3% |
| 5Y | +647.0% | +131.9% | +515.1% | +347.6% |
| All | +1,917.9% | +381.3% | +1,536.6% | +799.4% |
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