+79.8%
ADPT vs VT
+10.5%
+69.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.0% |
| 7D | +5.0% | -2.3% | +7.3% | +8.1% |
| 30D | +6.5% | -5.0% | +11.4% | +14.5% |
| 3M | +18.6% | -4.9% | +23.4% | +27.2% |
| 6M | +93.9% | -1.5% | +95.4% | +97.5% |
| YTD | +72.3% | +8.5% | +63.8% | +52.3% |
| 1Y | +79.8% | +11.4% | +68.4% | +54.4% |
| All | +79.8% | +10.5% | +69.3% | +54.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling