-61.1%
ADTN vs VT
+374.2%
-435.3%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -8.0% | +0.4% | -8.5% | -8.5% |
| 30D | -10.2% | +1.0% | -11.2% | -11.1% |
| 3M | -58.9% | +2.4% | -61.3% | -59.6% |
| 6M | -30.7% | +12.0% | -42.7% | -37.6% |
| YTD | -18.3% | +15.3% | -33.6% | -28.4% |
| 1Y | -26.6% | +22.6% | -49.2% | -38.9% |
| 3Y | -17.8% | +74.7% | -92.5% | -49.1% |
| 5Y | -63.7% | +66.1% | -129.9% | -76.4% |
| 10Y | -55.3% | +225.0% | -280.3% | -83.3% |
| All | -61.1% | +374.2% | -435.3% | -89.9% |
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