-7.4%
ADSE vs VT
+53.2%
-60.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -20.6% |
| YTD | -27.4% | +8.2% | -35.6% | -30.7% |
| 1Y | -8.5% | +10.1% | -18.7% | -13.5% |
| 3Y | +41.3% | +69.7% | -28.4% | +6.9% |
| 5Y | -7.4% | +53.4% | -60.8% | -27.3% |
| All | -7.4% | +53.2% | -60.6% | -27.3% |
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