-80.9%
ADAG price history and return analytics
+65.7%
-146.6%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -6.0% |
| 7D | -11.4% | -0.1% | -11.2% | -11.3% |
| 30D | -19.7% | -0.7% | -19.0% | -19.5% |
| 3M | -3.8% | +4.0% | -7.8% | -5.5% |
| 6M | +7.2% | +12.3% | -5.1% | +2.2% |
| YTD | +73.0% | +14.0% | +59.0% | +64.3% |
| 1Y | +30.8% | +20.3% | +10.5% | +21.9% |
| 3Y | +125.5% | +75.4% | +50.1% | +77.9% |
| 5Y | -80.9% | +66.0% | -146.9% | -83.9% |
| All | -80.9% | +65.7% | -146.6% | -83.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling