+1,393.6%
ADUS vs VT
+426.7%
+966.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.2% | +1.8% |
| 7D | +2.0% | -4.2% | +6.2% | +4.7% |
| 30D | +12.1% | -5.8% | +17.9% | +16.3% |
| 3M | +8.9% | -5.2% | +14.1% | +12.5% |
| 6M | +28.8% | +0.1% | +28.7% | +27.7% |
| YTD | +18.1% | +8.2% | +9.8% | +10.7% |
| 1Y | +5.8% | +10.1% | -4.3% | -2.0% |
| 3Y | +49.8% | +69.7% | -19.9% | +3.2% |
| 5Y | +24.3% | +53.4% | -29.1% | -8.7% |
| 10Y | +395.4% | +219.2% | +176.1% | +135.5% |
| All | +1,393.6% | +426.7% | +966.9% | +536.6% |
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 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