+12.2%
VNQ vs ADVB
-95.9%
+108.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +42.7% | -43.3% | -0.7% |
| 7D | +0.2% | +74.2% | -74.0% | +0.1% |
| 30D | +5.8% | -35.9% | +41.7% | +6.0% |
| 3M | 0.0% | -56.4% | +56.4% | +0.3% |
| 6M | +1.5% | -36.7% | +38.2% | +1.1% |
| YTD | +12.1% | -43.3% | +55.4% | +11.3% |
| 1Y | +10.6% | -63.4% | +74.0% | +11.0% |
| All | +12.2% | -95.9% | +108.1% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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