+297.8%
VTI vs ADM
+177.9%
+119.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.9% | +2.5% | -3.4% | -1.7% |
| 30D | -1.4% | +9.5% | -10.9% | -4.3% |
| 3M | +3.6% | +10.6% | -7.0% | -0.1% |
| 6M | +13.6% | +24.0% | -10.4% | +5.1% |
| YTD | +12.9% | +54.0% | -41.0% | -3.2% |
| 1Y | +17.2% | +45.3% | -28.1% | +2.0% |
| 3Y | +75.7% | +21.8% | +53.9% | +58.7% |
| 5Y | +75.4% | +66.8% | +8.7% | +31.8% |
| All | +297.8% | +177.9% | +119.9% | +123.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling