+293.2%
AADR vs VT
+459.2%
-166.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.5% | +0.4% | +1.0% | +1.1% |
| 30D | +0.6% | +1.0% | -0.4% | -0.2% |
| 3M | -0.2% | +2.4% | -2.5% | -2.2% |
| 6M | -5.2% | +12.0% | -17.2% | -13.9% |
| YTD | -1.3% | +15.3% | -16.6% | -12.4% |
| 1Y | +3.6% | +22.6% | -19.0% | -12.6% |
| 3Y | +67.5% | +74.7% | -7.2% | +5.9% |
| 5Y | +33.3% | +66.1% | -32.9% | -12.3% |
| 10Y | +131.4% | +225.0% | -93.6% | -5.1% |
| All | +293.2% | +459.2% | -166.1% | +10.8% |
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