-41.6%
ADTN vs VT
+13.3%
-54.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.1% | +5.2% | +4.4% |
| 7D | -0.8% | -0.7% | -0.1% | +0.9% |
| 30D | -33.3% | -1.7% | -31.5% | -30.8% |
| 3M | -39.6% | -2.3% | -37.3% | -36.7% |
| 6M | -70.1% | +1.5% | -71.6% | -70.0% |
| YTD | -46.0% | +12.0% | -58.1% | -52.0% |
| 1Y | -41.6% | +12.9% | -54.5% | -48.6% |
| All | -41.6% | +13.3% | -54.9% | -48.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling