-72.4%
ADBG vs VT
+38.6%
-111.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.9% | -3.9% | -3.9% |
| 7D | -25.1% | -2.0% | -23.1% | -23.4% |
| 30D | -13.7% | -1.4% | -12.2% | -12.2% |
| 3M | +2.4% | +4.7% | -2.3% | -4.4% |
| 6M | -32.1% | +11.4% | -43.4% | -42.6% |
| YTD | -60.1% | +13.1% | -73.2% | -67.6% |
| 1Y | -62.6% | +19.0% | -81.6% | -72.5% |
| All | -72.4% | +38.6% | -111.1% | -84.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling