-30.6%
ADPT vs VT
+134.5%
-165.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +3.9% |
| 7D | +5.0% | -2.3% | +7.3% | +9.0% |
| 30D | +6.5% | -5.0% | +11.4% | +16.2% |
| 3M | +18.6% | -4.9% | +23.4% | +28.9% |
| 6M | +93.9% | -1.5% | +95.4% | +99.1% |
| YTD | +72.3% | +8.5% | +63.8% | +49.7% |
| 1Y | +79.8% | +11.4% | +68.4% | +48.9% |
| 3Y | +482.9% | +70.1% | +412.8% | +147.0% |
| 5Y | -24.0% | +53.7% | -77.7% | -59.7% |
| All | -30.6% | +134.5% | -165.1% | -75.9% |
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