-6.8%
ADSE vs VT
+81.1%
-87.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.5% |
| 7D | +1.9% | -0.7% | +2.6% | +2.1% |
| 30D | -5.6% | -1.7% | -3.9% | -5.0% |
| 3M | -21.8% | -2.3% | -19.5% | -21.2% |
| 6M | -14.9% | +1.5% | -16.4% | -15.8% |
| YTD | -27.1% | +12.0% | -39.1% | -31.2% |
| 1Y | -9.3% | +12.9% | -22.2% | -14.8% |
| 3Y | +42.5% | +74.9% | -32.4% | +8.9% |
| 5Y | -8.1% | +59.9% | -68.1% | -28.9% |
| All | -6.8% | +81.1% | -87.9% | -28.7% |
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