-26.9%
ADAM price history and return analytics
+217.6%
-244.5%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -3.7% |
| 7D | -4.9% | -0.1% | -4.7% | -4.7% |
| 30D | -28.8% | -3.1% | -25.7% | -26.1% |
| 3M | -42.4% | -3.5% | -38.9% | -40.0% |
| 6M | -34.1% | +0.5% | -34.6% | -34.5% |
| YTD | -17.7% | +10.8% | -28.5% | -26.6% |
| 1Y | -11.9% | +11.9% | -23.7% | -22.3% |
| 3Y | -0.2% | +73.0% | -73.2% | -46.1% |
| 5Y | -39.3% | +58.6% | -97.9% | -63.8% |
| 10Y | -26.9% | +219.2% | -246.1% | -76.3% |
| All | -26.9% | +217.6% | -244.5% | -76.3% |
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