+25.3%
ADP vs VG
+63.8%
-38.5%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.7% |
| 7D | +2.2% | +14.0% | -11.8% | +1.9% |
| 30D | +10.6% | -1.0% | +11.5% | +10.5% |
| 3M | +12.9% | -2.7% | +15.6% | +12.7% |
| 6M | +50.6% | +1.5% | +49.2% | +49.3% |
| YTD | +23.2% | +93.7% | -70.5% | +21.3% |
| 1Y | +25.3% | +68.5% | -43.3% | +24.5% |
| All | +25.3% | +63.8% | -38.5% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling