-62.1%
ADNT vs VT
+223.7%
-285.8%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | -4.5% |
| 7D | -5.4% | +0.4% | -5.8% | -6.6% |
| 30D | -6.1% | -2.6% | -3.5% | -1.9% |
| 3M | -15.8% | -3.2% | -12.5% | -10.8% |
| 6M | -28.2% | +0.9% | -29.1% | -29.8% |
| YTD | -14.7% | +11.3% | -26.0% | -30.5% |
| 1Y | -16.6% | +14.0% | -30.6% | -35.1% |
| 3Y | -45.8% | +75.8% | -121.7% | -81.8% |
| 5Y | -63.1% | +57.8% | -120.9% | -83.6% |
| 10Y | -62.1% | +219.8% | -281.9% | -93.7% |
| All | -62.1% | +223.7% | -285.8% | -93.7% |
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 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