+83.9%
ADPV vs VT
+108.8%
-25.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.4% | +0.4% | +1.0% | +1.0% |
| 30D | -0.7% | +1.0% | -1.6% | -1.5% |
| 3M | -5.0% | +2.4% | -7.4% | -6.8% |
| 6M | +4.7% | +12.0% | -7.3% | -4.9% |
| YTD | +5.5% | +15.3% | -9.8% | -6.3% |
| 1Y | +13.6% | +22.6% | -9.0% | -3.4% |
| 3Y | +79.0% | +74.7% | +4.3% | +18.9% |
| All | +83.9% | +108.8% | -25.0% | +18.0% |
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