+18.7%
ADAMI vs VT
+49.1%
-30.4%
-5.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | 0.0% | +0.4% | -0.4% | 0.0% |
| 30D | 0.0% | +1.0% | -1.0% | -0.1% |
| 3M | +1.5% | +2.4% | -0.9% | +1.2% |
| 6M | +4.7% | +12.0% | -7.3% | +3.4% |
| YTD | +5.8% | +15.3% | -9.5% | +4.3% |
| 1Y | +10.6% | +22.6% | -12.0% | +8.4% |
| All | +18.7% | +49.1% | -30.4% | +13.3% |
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