+288.4%
ADUS vs VT
+222.7%
+65.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.0% |
| 7D | -2.4% | +2.9% | -5.3% | -4.5% |
| 30D | +8.0% | -2.5% | +10.5% | +9.7% |
| 3M | +4.8% | -3.3% | +8.1% | +6.9% |
| 6M | +25.6% | +1.5% | +24.1% | +23.1% |
| YTD | +15.2% | +11.4% | +3.8% | +4.8% |
| 1Y | +8.8% | +11.9% | -3.1% | -1.4% |
| 3Y | +50.2% | +73.9% | -23.7% | -3.9% |
| 5Y | +20.3% | +57.9% | -37.6% | -17.1% |
| All | +288.4% | +222.7% | +65.8% | +72.1% |
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