-63.9%
ADNT vs VT
+53.4%
-117.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.9% |
| 7D | -2.3% | -2.3% | 0.0% | +1.3% |
| 30D | -7.1% | -5.0% | -2.2% | +1.2% |
| 3M | -13.5% | -4.9% | -8.7% | -5.7% |
| 6M | -27.0% | -1.5% | -25.4% | -25.1% |
| YTD | -15.0% | +8.5% | -23.5% | -26.7% |
| 1Y | -14.1% | +11.4% | -25.5% | -29.4% |
| 3Y | -53.8% | +70.1% | -123.9% | -83.3% |
| All | -63.9% | +53.4% | -117.3% | -82.9% |
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