+109.6%
ADEA vs VT
+57.0%
+52.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.1% |
| 7D | +4.6% | +2.4% | +2.3% | +1.4% |
| 30D | -24.9% | -1.5% | -23.4% | -22.7% |
| 3M | -43.4% | -4.1% | -39.2% | -39.3% |
| 6M | -48.7% | +0.6% | -49.2% | -47.7% |
| YTD | -5.4% | +11.0% | -16.4% | -14.6% |
| 1Y | +24.7% | +13.3% | +11.3% | +10.0% |
| 3Y | +85.6% | +73.4% | +12.2% | +4.1% |
| All | +109.6% | +57.0% | +52.6% | +32.4% |
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