+101.1%
ADM vs VT
+214.8%
-113.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +2.4% |
| 7D | -7.5% | -4.2% | -3.3% | -4.7% |
| 30D | -14.3% | -5.8% | -8.5% | -10.7% |
| 3M | -8.6% | -5.2% | -3.3% | -5.3% |
| 6M | -9.9% | +0.1% | -10.0% | -10.7% |
| YTD | +25.1% | +8.2% | +16.9% | +16.2% |
| 1Y | +28.8% | +10.1% | +18.7% | +17.9% |
| 3Y | +6.9% | +69.7% | -62.8% | -32.3% |
| 5Y | +25.9% | +53.4% | -27.5% | -14.0% |
| All | +101.1% | +214.8% | -113.7% | -28.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling