-61.2%
ADCT vs VT
+23.4%
-84.5%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -1.3% |
| 7D | +17.9% | +0.1% | +17.7% | +17.6% |
| 30D | +20.0% | +0.8% | +19.2% | +18.8% |
| 3M | -57.1% | +2.8% | -59.9% | -58.4% |
| 6M | -67.4% | +13.0% | -80.4% | -72.4% |
| YTD | -62.6% | +15.4% | -78.0% | -69.8% |
| All | -61.2% | +23.4% | -84.5% | -72.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling