-87.6%
ADV vs VT
+116.8%
-204.4%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.2% |
| 7D | +10.8% | -0.1% | +10.9% | +12.0% |
| 30D | +6.6% | -3.1% | +9.7% | +9.9% |
| 3M | +8.1% | -3.5% | +11.6% | +11.6% |
| 6M | -18.8% | +0.5% | -19.3% | -18.9% |
| YTD | +46.8% | +10.8% | +36.0% | +35.8% |
| 1Y | +1.7% | +11.9% | -10.2% | -6.5% |
| 3Y | -34.8% | +73.0% | -107.7% | -53.5% |
| 5Y | -86.0% | +58.6% | -144.6% | -89.9% |
| All | -87.6% | +116.8% | -204.4% | -91.5% |
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 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