+34.9%
VTI vs ADVB
-95.9%
+130.7%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +42.7% | -43.1% | -0.7% |
| 7D | +3.4% | +74.2% | -70.9% | +3.0% |
| 30D | -2.3% | -35.9% | +33.6% | -2.2% |
| 3M | -2.2% | -56.4% | +54.3% | -2.0% |
| 6M | +3.3% | -36.7% | +40.0% | +2.3% |
| YTD | +12.1% | -43.3% | +55.4% | +10.7% |
| 1Y | +12.2% | -63.4% | +75.6% | +12.0% |
| All | +34.9% | -95.9% | +130.7% | +52.8% |
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