-62.0%
ADCT vs VT
+10.5%
-72.5%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -4.0% |
| 7D | +3.3% | -2.3% | +5.6% | +6.6% |
| 30D | +11.3% | -5.0% | +16.2% | +18.9% |
| 3M | +39.8% | -4.9% | +44.7% | +49.3% |
| 6M | -59.1% | -1.5% | -57.5% | -57.9% |
| YTD | -55.2% | +8.5% | -63.7% | -60.1% |
| 1Y | -62.0% | +11.4% | -73.4% | -67.2% |
| All | -62.0% | +10.5% | -72.5% | -67.2% |
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