-77.9%
ADTN vs VT
+346.0%
-423.9%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.4% |
| 7D | -38.1% | -2.3% | -35.8% | -36.5% |
| 30D | -47.9% | -5.0% | -43.0% | -45.0% |
| 3M | -46.1% | -4.9% | -41.3% | -43.1% |
| 6M | -74.3% | -1.5% | -72.7% | -73.5% |
| YTD | -53.5% | +8.5% | -62.0% | -56.5% |
| 1Y | -49.7% | +11.4% | -61.1% | -54.0% |
| 3Y | -44.9% | +70.1% | -115.0% | -64.7% |
| 5Y | -79.5% | +53.7% | -133.2% | -85.6% |
| 10Y | -73.4% | +220.0% | -293.3% | -89.8% |
| All | -77.9% | +346.0% | -423.9% | -93.9% |
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