-70.4%
ADBG vs VT
+40.7%
-111.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.5% | -6.1% | -6.1% |
| 7D | -19.6% | +1.0% | -20.6% | -20.4% |
| 30D | -8.8% | -0.2% | -8.5% | -8.4% |
| 3M | -0.5% | +4.5% | -5.0% | -6.3% |
| 6M | -31.5% | +14.1% | -45.5% | -43.8% |
| YTD | -57.1% | +14.8% | -71.9% | -65.7% |
| 1Y | -61.7% | +21.2% | -82.9% | -72.4% |
| All | -70.4% | +40.7% | -111.1% | -83.6% |
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