-78.6%
ADVB vs VT
+10.7%
-89.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -4.1% | -5.4% | -10.7% |
| 7D | -28.0% | -4.2% | -23.9% | -29.1% |
| 30D | -70.2% | -5.8% | -64.4% | -71.1% |
| 3M | -76.1% | -5.2% | -70.8% | -76.5% |
| 6M | -72.3% | +0.1% | -72.4% | -72.1% |
| YTD | -67.5% | +8.2% | -75.7% | -70.2% |
| 1Y | -78.6% | +10.1% | -88.7% | -81.0% |
| All | -78.6% | +10.7% | -89.2% | -81.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling