-94.3%
ADCT vs VT
+59.8%
-154.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.1% | +4.8% | +4.1% |
| 7D | -7.0% | -0.7% | -6.3% | -5.7% |
| 30D | -14.0% | -1.7% | -12.2% | -10.9% |
| 3M | +35.6% | -2.3% | +37.9% | +41.9% |
| 6M | -54.0% | +1.5% | -55.5% | -55.1% |
| YTD | -54.7% | +12.0% | -66.7% | -62.6% |
| 1Y | -59.7% | +12.9% | -72.6% | -67.1% |
| 3Y | +240.4% | +74.9% | +165.5% | +42.9% |
| 5Y | -94.3% | +59.9% | -154.2% | -97.4% |
| All | -94.3% | +59.8% | -154.0% | -97.4% |
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