+316.8%
ADP vs VT
+215.5%
+101.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.4% |
| 7D | +3.2% | -2.3% | +5.6% | +5.2% |
| 30D | +14.9% | -5.0% | +19.9% | +19.7% |
| 3M | +11.6% | -4.9% | +16.5% | +16.1% |
| 6M | +48.5% | -1.5% | +50.0% | +48.2% |
| YTD | +20.6% | +8.5% | +12.1% | +9.0% |
| 1Y | +23.7% | +11.4% | +12.3% | +8.9% |
| 3Y | +47.8% | +70.1% | -22.3% | -16.4% |
| 5Y | +47.7% | +53.7% | -6.0% | -7.3% |
| All | +316.8% | +215.5% | +101.3% | +26.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling