+70.1%
VT vs ADM
+6.1%
+64.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | -2.3% | -9.0% | +6.7% | -1.6% |
| 30D | -5.0% | -14.0% | +9.0% | -3.9% |
| 3M | -4.9% | -9.2% | +4.3% | -4.3% |
| 6M | -1.5% | -9.2% | +7.6% | -1.0% |
| YTD | +8.5% | +24.2% | -15.7% | +5.5% |
| 1Y | +11.4% | +27.0% | -15.6% | +8.0% |
| 3Y | +70.1% | +6.6% | +63.5% | +62.3% |
| All | +70.1% | +6.1% | +64.0% | +62.3% |
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