-94.2%
ADCT vs VT
+59.7%
-153.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.7% | +9.3% | +8.2% |
| 7D | +6.2% | -0.3% | +6.5% | +6.8% |
| 30D | +39.8% | -1.4% | +41.3% | +43.7% |
| 3M | +56.4% | -1.4% | +57.8% | +60.9% |
| 6M | -53.3% | +5.5% | -58.7% | -57.3% |
| YTD | -51.3% | +12.8% | -64.1% | -60.3% |
| 1Y | -57.3% | +15.4% | -72.7% | -66.6% |
| 3Y | +115.0% | +76.9% | +38.1% | -11.1% |
| All | -94.2% | +59.7% | -153.9% | -97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling