+636.4%
ADI price history and return analytics
+222.7%
+413.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +1.4% |
| 7D | +2.6% | -0.1% | +2.8% | +2.8% |
| 30D | -4.6% | -0.7% | -4.0% | -3.7% |
| 3M | -9.5% | +4.0% | -13.5% | -13.7% |
| 6M | +14.8% | +12.3% | +2.6% | -1.5% |
| YTD | +35.8% | +14.0% | +21.8% | +14.1% |
| 1Y | +48.9% | +20.3% | +28.6% | +16.5% |
| 3Y | +115.6% | +75.4% | +40.1% | +4.1% |
| 5Y | +135.1% | +66.0% | +69.1% | +24.4% |
| 10Y | +636.4% | +228.2% | +408.2% | +75.1% |
| All | +636.4% | +222.7% | +413.8% | +75.1% |
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