+10.1%
VT vs ADVB
-79.1%
+89.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.5% | +5.4% | -4.1% |
| 7D | -4.2% | -28.0% | +23.9% | -4.3% |
| 30D | -5.8% | -70.2% | +64.4% | -6.3% |
| 3M | -5.2% | -76.1% | +70.8% | -5.8% |
| 6M | +0.1% | -72.3% | +72.4% | -0.4% |
| YTD | +8.2% | -67.5% | +75.7% | +7.7% |
| 1Y | +10.1% | -78.6% | +88.7% | +11.8% |
| All | +10.1% | -79.1% | +89.2% | +11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling