-63.0%
ADNT vs VT
+53.2%
-116.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | +6.5% |
| 7D | -1.6% | -4.2% | +2.6% | +5.7% |
| 30D | -2.5% | -5.8% | +3.3% | +7.9% |
| 3M | -16.8% | -5.2% | -11.6% | -8.6% |
| 6M | -17.4% | +0.1% | -17.5% | -17.7% |
| YTD | -11.0% | +8.2% | -19.2% | -22.9% |
| 1Y | -14.6% | +10.1% | -24.7% | -28.3% |
| 3Y | -52.5% | +69.7% | -122.1% | -82.7% |
| 5Y | -63.0% | +53.4% | -116.3% | -82.4% |
| All | -63.0% | +53.2% | -116.1% | -82.4% |
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