-7.3%
ADSE vs VT
+75.3%
-82.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -6.3% | -2.3% | -4.0% | -5.4% |
| 30D | -5.0% | -5.0% | 0.0% | -2.9% |
| 3M | -21.3% | -4.9% | -16.4% | -19.7% |
| 6M | -19.6% | -1.5% | -18.0% | -19.4% |
| YTD | -27.4% | +8.5% | -35.9% | -30.6% |
| 1Y | -9.0% | +11.4% | -20.4% | -14.1% |
| 3Y | +43.7% | +70.1% | -26.4% | +11.1% |
| 5Y | -7.4% | +53.7% | -61.2% | -27.3% |
| All | -7.3% | +75.3% | -82.6% | -28.0% |
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 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