+361.8%
VRT vs ADI
+127.5%
+234.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +2.9% |
| 7D | -21.4% | -12.8% | -8.5% | -10.9% |
| 30D | -25.8% | -11.3% | -14.5% | -16.8% |
| 3M | -33.5% | -3.4% | -30.2% | -30.4% |
| 6M | -49.0% | -12.0% | -37.0% | -42.1% |
| YTD | +12.9% | +35.3% | -22.3% | -7.0% |
| 1Y | 0.0% | +58.1% | -58.0% | -26.4% |
| 3Y | +361.8% | +127.4% | +234.5% | +150.1% |
| All | +361.8% | +127.5% | +234.3% | +150.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling