-58.4%
ADNT vs VT
+233.3%
-291.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.3% | +2.3% |
| 7D | +5.0% | +0.4% | +4.5% | +4.2% |
| 30D | -2.5% | +1.0% | -3.5% | -4.0% |
| 3M | -12.4% | +2.4% | -14.7% | -16.3% |
| 6M | -9.7% | +12.0% | -21.7% | -26.7% |
| YTD | +4.4% | +15.3% | -11.0% | -19.9% |
| 1Y | -18.2% | +22.6% | -40.7% | -44.2% |
| 3Y | -50.5% | +74.7% | -125.2% | -83.0% |
| 5Y | -46.7% | +66.1% | -112.8% | -78.2% |
| All | -58.4% | +233.3% | -291.7% | -93.4% |
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 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