-97.1%
ADVB vs VT
+36.2%
-133.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.3% | -5.1% |
| 7D | -29.5% | -0.3% | -29.2% | -29.4% |
| 30D | -66.9% | -1.4% | -65.4% | -66.7% |
| 3M | -73.7% | -1.4% | -72.3% | -73.6% |
| 6M | -64.8% | +5.5% | -70.2% | -66.0% |
| YTD | -64.0% | +12.8% | -76.9% | -67.7% |
| 1Y | -77.0% | +15.4% | -92.4% | -79.8% |
| All | -97.1% | +36.2% | -133.3% | -98.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling