+25.3%
ADAG vs VT
+13.3%
+12.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.1% | +2.8% | +2.4% |
| 7D | -11.6% | -0.7% | -10.9% | -10.2% |
| 30D | -22.3% | -1.7% | -20.5% | -20.0% |
| 3M | -45.2% | -2.3% | -42.9% | -43.3% |
| 6M | -43.8% | +1.5% | -45.3% | -43.9% |
| YTD | +12.7% | +12.0% | +0.7% | +6.5% |
| 1Y | +25.3% | +12.9% | +12.4% | +17.9% |
| All | +25.3% | +13.3% | +12.0% | +17.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling