-87.9%
ADV vs VT
+125.7%
-213.6%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -8.9% | +0.4% | -9.3% | -9.1% |
| 30D | -4.8% | +1.0% | -5.7% | -5.3% |
| 3M | -17.8% | +2.4% | -20.2% | -19.5% |
| 6M | +120.3% | +12.0% | +108.3% | +100.7% |
| YTD | +43.0% | +15.3% | +27.6% | +27.6% |
| 1Y | -27.7% | +22.6% | -50.3% | -38.1% |
| 3Y | -56.8% | +74.7% | -131.4% | -69.7% |
| 5Y | -85.8% | +66.1% | -151.9% | -90.1% |
| All | -87.9% | +125.7% | -213.6% | -92.0% |
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