+1,790.4%
ADI price history and return analytics
+355.4%
+1,435.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.2% |
| 7D | -6.3% | -0.1% | -6.2% | -5.8% |
| 30D | -3.2% | -3.1% | -0.1% | +0.6% |
| 3M | +2.8% | -3.5% | +6.3% | +7.4% |
| 6M | -5.0% | +0.5% | -5.5% | -4.2% |
| YTD | +46.3% | +10.8% | +35.5% | +33.5% |
| 1Y | +71.6% | +11.9% | +59.8% | +55.3% |
| 3Y | +139.2% | +73.0% | +66.2% | +42.8% |
| 5Y | +136.4% | +58.6% | +77.8% | +56.9% |
| 10Y | +636.2% | +219.2% | +417.0% | +171.0% |
| All | +1,790.4% | +355.4% | +1,435.0% | +408.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling