-88.7%
ADAG price history and return analytics
+83.2%
-171.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.3% |
| 7D | -5.0% | -1.1% | -3.9% | -4.5% |
| 30D | -9.3% | -1.0% | -8.3% | -8.9% |
| 3M | -5.0% | +3.2% | -8.2% | -6.5% |
| 6M | -4.2% | +12.5% | -16.7% | -9.3% |
| YTD | +79.9% | +14.1% | +65.8% | +69.8% |
| 1Y | +45.3% | +18.9% | +26.4% | +34.8% |
| 3Y | +136.1% | +74.1% | +62.0% | +80.6% |
| 5Y | -79.3% | +66.9% | -146.1% | -82.9% |
| All | -88.7% | +83.2% | -171.9% | -91.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling