-48.5%
ADBG vs VT
+23.4%
-71.8%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.0% | +3.4% | +4.3% |
| 7D | -2.5% | +0.1% | -2.6% | -2.5% |
| 30D | +20.1% | +0.8% | +19.3% | +20.0% |
| 3M | +13.1% | +2.8% | +10.3% | +14.4% |
| 6M | -7.0% | +13.0% | -20.0% | -12.4% |
| YTD | -46.8% | +15.4% | -62.1% | -51.4% |
| All | -48.5% | +23.4% | -71.8% | -56.1% |
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 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