+85.6%
ADEA vs VT
+74.0%
+11.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -1.9% |
| 7D | +4.6% | +2.4% | +2.3% | +0.5% |
| 30D | -24.9% | -1.5% | -23.4% | -22.1% |
| 3M | -43.4% | -4.1% | -39.2% | -38.2% |
| 6M | -48.7% | +0.6% | -49.2% | -47.6% |
| YTD | -5.4% | +11.0% | -16.4% | -17.3% |
| 1Y | +24.7% | +13.3% | +11.3% | +5.8% |
| 3Y | +85.6% | +73.4% | +12.2% | -28.5% |
| All | +85.6% | +74.0% | +11.6% | -28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling