+284.5%
ADP vs VT
+224.5%
+60.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -3.4% | +0.4% | -3.9% | -3.8% |
| 30D | +2.8% | +1.0% | +1.8% | +1.9% |
| 3M | +20.9% | +2.4% | +18.6% | +17.5% |
| 6M | +29.9% | +12.0% | +17.9% | +15.1% |
| YTD | +9.6% | +15.3% | -5.7% | -5.6% |
| 1Y | -5.3% | +22.6% | -27.8% | -23.3% |
| 3Y | +16.5% | +74.7% | -58.2% | -34.9% |
| 5Y | +49.4% | +66.1% | -16.7% | -12.3% |
| All | +284.5% | +224.5% | +60.0% | +13.3% |
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