+18.5%
ADM vs VCLT
+12.2%
+6.3%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.1% | +0.3% | -0.4% | -0.1% |
| 30D | +11.0% | -0.6% | +11.6% | +11.1% |
| 3M | +6.0% | -2.2% | +8.2% | +6.5% |
| 6M | +26.9% | -2.9% | +29.8% | +27.6% |
| YTD | +50.0% | -2.1% | +52.1% | +50.4% |
| 1Y | +39.6% | -2.6% | +42.2% | +40.2% |
| 3Y | +18.5% | +12.5% | +6.0% | +15.1% |
| All | +18.5% | +12.2% | +6.3% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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