+1,298.8%
ADUS vs VT
+461.3%
+837.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.8% | +0.4% | +2.3% | +2.5% |
| 30D | +2.0% | +1.0% | +1.0% | +1.3% |
| 3M | +32.4% | +2.4% | +30.0% | +29.9% |
| 6M | +12.4% | +12.0% | +0.4% | +3.6% |
| YTD | +10.6% | +15.3% | -4.8% | -0.3% |
| 1Y | +6.2% | +22.6% | -16.4% | -8.0% |
| 3Y | +36.6% | +74.7% | -38.0% | -7.3% |
| 5Y | +31.6% | +66.1% | -34.6% | -7.9% |
| 10Y | +377.5% | +225.0% | +152.5% | +124.1% |
| All | +1,298.8% | +461.3% | +837.5% | +473.5% |
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