+361.8%
VRT vs ADM
+6.1%
+355.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.4% |
| 7D | -21.4% | -9.0% | -12.3% | -21.7% |
| 30D | -25.8% | -14.0% | -11.8% | -26.2% |
| 3M | -33.5% | -9.2% | -24.4% | -33.9% |
| 6M | -49.0% | -9.2% | -39.9% | -49.2% |
| YTD | +12.9% | +24.2% | -11.3% | +14.4% |
| 1Y | 0.0% | +27.0% | -26.9% | +1.4% |
| 3Y | +361.8% | +6.6% | +355.2% | +363.3% |
| All | +361.8% | +6.1% | +355.7% | +363.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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