-7.3%
ADSE vs VT
+57.4%
-64.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -0.2% |
| 7D | +5.6% | +0.4% | +5.2% | +5.3% |
| 30D | -3.7% | -2.6% | -1.1% | -2.7% |
| 3M | -21.4% | -3.2% | -18.2% | -20.3% |
| 6M | -16.8% | +0.9% | -17.8% | -17.6% |
| YTD | -26.7% | +11.3% | -38.0% | -30.9% |
| 1Y | -9.3% | +14.0% | -23.3% | -15.6% |
| 3Y | +40.1% | +75.8% | -35.8% | +4.3% |
| 5Y | -7.3% | +57.8% | -65.1% | -28.3% |
| All | -7.3% | +57.4% | -64.6% | -28.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling