-64.6%
ADNT vs VT
+212.7%
-277.3%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | +6.9% |
| 7D | -1.6% | -4.2% | +2.6% | +6.1% |
| 30D | -2.5% | -5.8% | +3.3% | +8.5% |
| 3M | -16.8% | -5.2% | -11.6% | -8.2% |
| 6M | -17.4% | +0.1% | -17.5% | -17.7% |
| YTD | -11.0% | +8.2% | -19.2% | -23.4% |
| 1Y | -14.6% | +10.1% | -24.7% | -28.9% |
| 3Y | -52.5% | +69.7% | -122.1% | -82.9% |
| 5Y | -63.0% | +53.4% | -116.3% | -82.5% |
| 10Y | -60.4% | +219.2% | -279.6% | -92.9% |
| All | -64.6% | +212.7% | -277.3% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling