-87.2%
ADVB vs VT
+39.2%
-126.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -3.8% | +0.4% | -4.2% | -3.9% |
| 30D | +17.6% | +1.0% | +16.6% | +17.2% |
| 3M | +119.1% | +2.4% | +116.8% | +117.9% |
| 6M | +103.4% | +12.0% | +91.4% | +88.6% |
| YTD | +59.8% | +15.3% | +44.5% | +42.6% |
| 1Y | +8.5% | +22.6% | -14.0% | -11.1% |
| All | -87.2% | +39.2% | -126.4% | -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 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