-11.2%
ADTN vs VT
+74.5%
-85.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +4.7% |
| 7D | +17.7% | +2.9% | +14.8% | +11.9% |
| 30D | -30.2% | -2.5% | -27.7% | -26.3% |
| 3M | -40.4% | -3.3% | -37.1% | -36.2% |
| 6M | -67.7% | +1.5% | -69.2% | -68.0% |
| YTD | -44.1% | +11.4% | -55.4% | -53.2% |
| 1Y | -39.6% | +11.9% | -51.5% | -49.8% |
| All | -11.2% | +74.5% | -85.7% | -60.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling