+269.8%
AADR price history and return analytics
+438.4%
-168.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.3% |
| 7D | +2.5% | +2.4% | +0.1% | +0.4% |
| 30D | -1.2% | -1.5% | +0.3% | +0.1% |
| 3M | -6.3% | -4.1% | -2.2% | -2.8% |
| 6M | -8.3% | +0.6% | -8.9% | -8.8% |
| YTD | -7.1% | +11.0% | -18.1% | -14.8% |
| 1Y | -5.2% | +13.3% | -18.5% | -14.5% |
| 3Y | +64.7% | +73.4% | -8.7% | +4.9% |
| 5Y | +31.4% | +57.4% | -26.1% | -9.6% |
| 10Y | +125.6% | +221.7% | -96.1% | -6.0% |
| All | +269.8% | +438.4% | -168.5% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling