+620.2%
ADI price history and return analytics
+221.8%
+398.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.4% |
| 7D | +9.5% | +2.4% | +7.1% | +6.1% |
| 30D | -1.4% | -1.5% | +0.1% | +1.4% |
| 3M | +4.7% | -4.1% | +8.8% | +12.0% |
| 6M | -7.4% | +0.6% | -8.0% | -6.7% |
| YTD | +48.1% | +11.0% | +37.0% | +30.1% |
| 1Y | +69.6% | +13.3% | +56.3% | +45.1% |
| 3Y | +144.4% | +73.4% | +71.0% | +20.7% |
| 5Y | +134.1% | +57.4% | +76.7% | +33.8% |
| All | +620.2% | +221.8% | +398.4% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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