+1,078.3%
ADP vs VT
+374.2%
+704.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.0% |
| 3M | +20.9% | +2.4% | +18.6% | +18.0% |
| 6M | +29.9% | +12.0% | +17.9% | +17.4% |
| YTD | +9.6% | +15.3% | -5.7% | -3.2% |
| 1Y | -5.3% | +22.6% | -27.8% | -20.5% |
| 3Y | +16.5% | +74.7% | -58.2% | -26.9% |
| 5Y | +49.4% | +66.1% | -16.7% | -2.6% |
| 10Y | +282.2% | +225.0% | +57.2% | +53.2% |
| All | +1,078.3% | +374.2% | +704.1% | +256.3% |
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 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