-97.0%
ADVB vs VT
+33.9%
-130.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | 0.0% | +6.0% | +6.0% |
| 7D | -27.6% | -1.6% | -26.0% | -27.2% |
| 30D | -67.3% | -2.5% | -64.8% | -67.0% |
| 3M | -71.1% | -1.3% | -69.8% | -71.0% |
| 6M | -58.3% | +3.1% | -61.3% | -59.4% |
| YTD | -62.3% | +10.9% | -73.3% | -66.0% |
| 1Y | -76.1% | +12.1% | -88.1% | -78.7% |
| All | -97.0% | +33.9% | -130.9% | -98.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling