-59.3%
ADGM vs VT
+20.4%
-79.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.4% |
| 7D | +14.2% | -0.1% | +14.3% | +14.3% |
| 30D | -18.7% | -0.7% | -18.0% | -18.0% |
| 3M | -19.1% | +4.0% | -23.1% | -21.3% |
| 6M | -38.6% | +12.3% | -50.9% | -44.0% |
| YTD | -41.8% | +14.0% | -55.9% | -46.0% |
| 1Y | -59.3% | +20.3% | -79.6% | -60.3% |
| All | -59.3% | +20.4% | -79.7% | -60.3% |
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