-39.8%
ADPT vs VT
+149.3%
-189.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.1% |
| 7D | -3.6% | +0.4% | -4.1% | -4.4% |
| 30D | -1.3% | +1.0% | -2.3% | -2.9% |
| 3M | +34.3% | +2.4% | +31.9% | +29.5% |
| 6M | +47.7% | +12.0% | +35.7% | +22.6% |
| YTD | +49.5% | +15.3% | +34.2% | +17.2% |
| 1Y | +86.5% | +22.6% | +63.9% | +32.1% |
| 3Y | +256.5% | +74.7% | +181.9% | +44.8% |
| 5Y | -38.5% | +66.1% | -104.7% | -71.1% |
| All | -39.8% | +149.3% | -189.1% | -81.1% |
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