+1,647.5%
ADI price history and return analytics
+346.0%
+1,301.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | -12.8% | -2.3% | -10.5% | -10.4% |
| 30D | -11.3% | -5.0% | -6.4% | -6.0% |
| 3M | -3.4% | -4.9% | +1.5% | +2.5% |
| 6M | -12.0% | -1.5% | -10.5% | -9.5% |
| YTD | +35.3% | +8.5% | +26.8% | +26.0% |
| 1Y | +58.1% | +11.4% | +46.7% | +43.5% |
| 3Y | +127.4% | +70.1% | +57.3% | +38.1% |
| 5Y | +114.6% | +53.7% | +60.9% | +46.9% |
| 10Y | +589.3% | +220.0% | +369.4% | +154.0% |
| All | +1,647.5% | +346.0% | +1,301.5% | +379.9% |
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