+228.7%
VTV vs ADM
+177.9%
+50.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -1.1% | +2.5% | -3.6% | -2.0% |
| 30D | -1.0% | +9.5% | -10.5% | -4.3% |
| 3M | +4.6% | +10.6% | -6.0% | +0.5% |
| 6M | +13.5% | +24.0% | -10.5% | +4.0% |
| YTD | +18.5% | +54.0% | -35.5% | -0.2% |
| 1Y | +22.9% | +45.3% | -22.4% | +5.3% |
| 3Y | +67.8% | +21.8% | +46.1% | +50.0% |
| 5Y | +81.8% | +66.8% | +15.1% | +32.8% |
| All | +228.7% | +177.9% | +50.9% | +76.1% |
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