-88.1%
ADAG vs VT
+85.3%
-173.3%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -2.7% | +0.4% | -3.2% | -2.9% |
| 30D | -15.4% | +1.0% | -16.3% | -15.8% |
| 3M | 0.0% | +2.4% | -2.4% | -1.1% |
| 6M | +22.2% | +12.0% | +10.2% | +15.9% |
| YTD | +89.4% | +15.3% | +74.1% | +77.9% |
| 1Y | +67.3% | +22.6% | +44.7% | +53.2% |
| 3Y | +159.4% | +74.7% | +84.7% | +98.4% |
| 5Y | -78.7% | +66.1% | -144.8% | -82.1% |
| All | -88.1% | +85.3% | -173.3% | -91.1% |
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 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