+43.7%
ADSE vs VT
+69.4%
-25.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.1% | +5.5% | +3.3% |
| 7D | -5.4% | -4.2% | -1.3% | -3.7% |
| 30D | -6.6% | -5.8% | -0.8% | -4.1% |
| 3M | -20.4% | -5.2% | -15.2% | -18.6% |
| 6M | -20.1% | +0.1% | -20.3% | -20.8% |
| YTD | -27.4% | +8.2% | -35.6% | -31.0% |
| 1Y | -8.5% | +10.1% | -18.7% | -14.1% |
| All | +43.7% | +69.4% | -25.7% | +15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling