+42.9%
AD price history and return analytics
+345.0%
-302.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | -2.3% |
| 7D | -3.0% | -4.2% | +1.1% | +0.4% |
| 30D | -8.6% | -5.8% | -2.8% | -4.1% |
| 3M | -10.9% | -5.2% | -5.6% | -7.0% |
| 6M | -19.7% | +0.1% | -19.8% | -20.2% |
| YTD | -10.8% | +8.2% | -19.0% | -17.1% |
| 1Y | +0.8% | +10.1% | -9.3% | -7.7% |
| 3Y | +52.4% | +69.7% | -17.3% | -3.2% |
| 5Y | +111.7% | +53.4% | +58.3% | +42.9% |
| 10Y | +99.2% | +219.2% | -120.0% | -30.9% |
| All | +42.9% | +345.0% | -302.1% | -68.0% |
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