-73.5%
ADTN vs VT
+223.7%
-297.2%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.6% | +3.6% | +2.9% |
| 7D | -31.7% | +0.4% | -32.1% | -31.7% |
| 30D | -42.5% | -2.6% | -39.9% | -40.2% |
| 3M | -43.3% | -3.2% | -40.0% | -40.4% |
| 6M | -71.3% | +0.9% | -72.2% | -71.2% |
| YTD | -50.6% | +11.3% | -61.9% | -56.0% |
| 1Y | -46.2% | +14.0% | -60.2% | -53.4% |
| 3Y | -14.4% | +75.8% | -90.2% | -52.8% |
| 5Y | -78.5% | +57.8% | -136.3% | -86.6% |
| 10Y | -73.5% | +219.8% | -293.3% | -92.1% |
| All | -73.5% | +223.7% | -297.2% | -92.1% |
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