+125.1%
ADC vs VT
+215.5%
-90.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -1.0% |
| 7D | +4.2% | -2.3% | +6.5% | +5.5% |
| 30D | +7.7% | -5.0% | +12.6% | +10.7% |
| 3M | -7.4% | -4.9% | -2.5% | -4.9% |
| 6M | -6.6% | -1.5% | -5.1% | -6.5% |
| YTD | +0.6% | +8.5% | -7.9% | -5.6% |
| 1Y | +0.6% | +11.4% | -10.8% | -7.3% |
| 3Y | +36.1% | +70.1% | -34.0% | -7.9% |
| 5Y | +22.4% | +53.7% | -31.3% | -11.3% |
| All | +125.1% | +215.5% | -90.4% | -8.0% |
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