-29.3%
ADAM price history and return analytics
+224.4%
-253.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -3.5% |
| 7D | -13.8% | -0.7% | -13.1% | -13.2% |
| 30D | -30.5% | -1.7% | -28.8% | -29.1% |
| 3M | -46.1% | -2.3% | -43.8% | -44.6% |
| 6M | -34.3% | +1.5% | -35.8% | -35.5% |
| YTD | -19.5% | +12.0% | -31.6% | -29.1% |
| 1Y | -15.7% | +12.9% | -28.6% | -26.4% |
| 3Y | -2.4% | +74.9% | -77.4% | -48.0% |
| 5Y | -41.0% | +59.9% | -101.0% | -65.1% |
| 10Y | -29.3% | +224.6% | -253.9% | -78.0% |
| All | -29.3% | +224.4% | -253.6% | -78.0% |
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 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