+36.5%
AD price history and return analytics
+346.0%
-309.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.7% | -4.6% |
| 7D | -8.8% | -2.3% | -6.4% | -7.0% |
| 30D | -12.2% | -5.0% | -7.2% | -8.6% |
| 3M | -15.9% | -4.9% | -11.0% | -12.5% |
| 6M | -23.7% | -1.5% | -22.2% | -23.1% |
| YTD | -14.7% | +8.5% | -23.2% | -20.9% |
| 1Y | -4.1% | +11.4% | -15.5% | -13.0% |
| 3Y | +53.5% | +70.1% | -16.5% | -2.7% |
| 5Y | +102.3% | +53.7% | +48.6% | +36.3% |
| 10Y | +90.4% | +220.0% | -129.5% | -34.1% |
| All | +36.5% | +346.0% | -309.5% | -69.5% |
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