-65.8%
ADGM vs VT
+23.3%
-89.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | +10.4% | +0.4% | +9.9% | +9.8% |
| 30D | -23.7% | +1.0% | -24.7% | -24.7% |
| 3M | -24.8% | +2.4% | -27.2% | -26.4% |
| 6M | -43.6% | +12.0% | -55.6% | -49.2% |
| YTD | -45.8% | +15.3% | -61.1% | -50.1% |
| 1Y | -65.8% | +22.6% | -88.4% | -69.3% |
| All | -65.8% | +23.3% | -89.1% | -69.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling