-7.3%
ADSE vs VT
+74.9%
-82.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.1% | +5.5% | +3.2% |
| 7D | -5.4% | -4.2% | -1.3% | -3.8% |
| 30D | -6.6% | -5.8% | -0.8% | -4.2% |
| 3M | -20.4% | -5.2% | -15.2% | -18.7% |
| 6M | -20.1% | +0.1% | -20.3% | -20.6% |
| YTD | -27.4% | +8.2% | -35.6% | -30.5% |
| 1Y | -8.5% | +10.1% | -18.7% | -13.2% |
| 3Y | +41.3% | +69.7% | -28.4% | +9.4% |
| 5Y | -7.4% | +53.4% | -60.8% | -27.3% |
| All | -7.3% | +74.9% | -82.2% | -27.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling