-62.5%
ADNT vs VT
+215.5%
-278.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.9% |
| 7D | -2.3% | -2.3% | 0.0% | +1.6% |
| 30D | -7.1% | -5.0% | -2.2% | +1.7% |
| 3M | -13.5% | -4.9% | -8.7% | -5.3% |
| 6M | -27.0% | -1.5% | -25.4% | -25.0% |
| YTD | -15.0% | +8.5% | -23.5% | -27.2% |
| 1Y | -14.1% | +11.4% | -25.5% | -30.1% |
| 3Y | -53.8% | +70.1% | -123.9% | -83.5% |
| 5Y | -64.6% | +53.7% | -118.4% | -83.4% |
| All | -62.5% | +215.5% | -278.1% | -93.5% |
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