-18.0%
ADBU vs VT
+12.2%
-30.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | -0.4% |
| 7D | -11.2% | +0.4% | -11.6% | -10.8% |
| 30D | -5.8% | -2.6% | -3.2% | -6.8% |
| 3M | -25.2% | -3.2% | -21.9% | -26.4% |
| 6M | -25.3% | +0.9% | -26.3% | -22.4% |
| All | -18.0% | +12.2% | -30.2% | -19.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling