+82.3%
ADAMM vs VT
+139.3%
-56.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.2% |
| 7D | -0.9% | -0.3% | -0.6% | -0.7% |
| 30D | -3.0% | -1.4% | -1.6% | -1.8% |
| 3M | -3.3% | -1.4% | -1.9% | -2.3% |
| 6M | -2.2% | +5.5% | -7.7% | -7.1% |
| YTD | +3.7% | +12.8% | -9.1% | -7.6% |
| 1Y | +5.1% | +15.4% | -10.4% | -8.4% |
| 3Y | +44.0% | +76.9% | -32.9% | -19.9% |
| 5Y | +48.4% | +60.4% | -12.0% | -9.5% |
| All | +82.3% | +139.3% | -56.9% | -44.6% |
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