+321.5%
ADM vs VT
+374.2%
-52.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +3.8% | +0.4% | +3.3% | +3.3% |
| 30D | +9.8% | +1.0% | +8.8% | +8.7% |
| 3M | +2.1% | +2.4% | -0.2% | -0.4% |
| 6M | +27.5% | +12.0% | +15.5% | +14.3% |
| YTD | +50.2% | +15.3% | +34.9% | +31.1% |
| 1Y | +40.6% | +22.6% | +18.0% | +15.9% |
| 3Y | +17.2% | +74.7% | -57.4% | -30.8% |
| 5Y | +61.9% | +66.1% | -4.3% | -1.8% |
| 10Y | +159.3% | +225.0% | -65.7% | -16.7% |
| All | +321.5% | +374.2% | -52.7% | -1.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling