+185.4%
ADEA vs VT
+75.0%
+110.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.1% | +4.1% |
| 7D | +3.0% | +0.4% | +2.6% | +2.3% |
| 30D | -11.2% | +1.0% | -12.2% | -12.6% |
| 3M | -18.0% | +2.4% | -20.3% | -20.1% |
| 6M | +28.5% | +12.0% | +16.5% | +8.4% |
| YTD | +54.5% | +15.3% | +39.2% | +24.8% |
| 1Y | +73.7% | +22.6% | +51.1% | +28.6% |
| All | +185.4% | +75.0% | +110.4% | +21.1% |
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