+21.3%
ADM vs VSH
+62.1%
-40.8%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.1% | +5.4% | +0.6% |
| 7D | -8.3% | -13.6% | +5.4% | -7.6% |
| 30D | -14.1% | -30.4% | +16.2% | -12.4% |
| 3M | -10.7% | -33.3% | +22.5% | -8.8% |
| 6M | -5.9% | -15.1% | +9.2% | -8.9% |
| YTD | +25.8% | +80.2% | -54.5% | +8.6% |
| 1Y | +21.3% | +63.4% | -42.1% | +5.3% |
| All | +21.3% | +62.1% | -40.8% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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