+752.8%
ADC vs VT
+363.9%
+388.9%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.1% |
| 7D | +6.1% | -0.3% | +6.4% | +6.3% |
| 30D | +7.1% | -1.4% | +8.5% | +8.3% |
| 3M | -7.3% | -1.4% | -5.9% | -6.3% |
| 6M | -5.9% | +5.5% | -11.4% | -11.2% |
| YTD | +0.7% | +12.8% | -12.1% | -11.2% |
| 1Y | +1.0% | +15.4% | -14.5% | -13.0% |
| 3Y | +35.4% | +76.9% | -41.5% | -23.8% |
| 5Y | +24.1% | +60.4% | -36.3% | -25.3% |
| 10Y | +130.5% | +232.8% | -102.3% | -36.5% |
| All | +752.8% | +363.9% | +388.9% | +36.3% |
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