+871.3%
ADMA vs VT
+53.2%
+818.1%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.0% | -4.1% | +30.1% | +30.7% |
| 7D | +12.4% | -4.2% | +16.6% | +16.5% |
| 30D | +29.8% | -5.8% | +35.6% | +37.4% |
| 3M | +42.7% | -5.2% | +47.9% | +49.7% |
| 6M | +28.9% | +0.1% | +28.7% | +24.7% |
| YTD | -27.6% | +8.2% | -35.8% | -36.9% |
| 1Y | -14.1% | +10.1% | -24.2% | -26.6% |
| 3Y | +261.9% | +69.7% | +192.3% | +77.8% |
| 5Y | +871.3% | +53.4% | +817.9% | +456.1% |
| All | +871.3% | +53.2% | +818.1% | +456.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling