+1,406.9%
ADUS vs VT
+449.1%
+957.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | 0.0% |
| 7D | +4.7% | -0.3% | +5.0% | +4.9% |
| 30D | +13.2% | -1.4% | +14.7% | +14.2% |
| 3M | +12.6% | -1.4% | +14.0% | +13.4% |
| 6M | +27.8% | +5.5% | +22.3% | +22.5% |
| YTD | +19.1% | +12.8% | +6.3% | +8.8% |
| 1Y | +14.0% | +15.4% | -1.4% | +2.5% |
| 3Y | +51.1% | +76.9% | -25.8% | +1.4% |
| 5Y | +26.5% | +60.4% | -33.9% | -9.6% |
| 10Y | +399.8% | +232.8% | +167.0% | +131.4% |
| All | +1,406.9% | +449.1% | +957.8% | +525.6% |
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