+5.5%
ADAMN vs VT
+12.5%
-7.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | -10.6% | -3.1% | -7.5% | -10.1% |
| 3M | -11.6% | -3.5% | -8.1% | -11.0% |
| 6M | -6.4% | +0.5% | -6.9% | -6.4% |
| YTD | +3.6% | +10.8% | -7.2% | +2.0% |
| 1Y | +5.5% | +11.9% | -6.4% | +3.6% |
| All | +5.5% | +12.5% | -7.0% | +3.6% |
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 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