-21.9%
ADAM price history and return analytics
+215.5%
-237.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.1% | -4.1% |
| 7D | -13.0% | -2.3% | -10.7% | -10.6% |
| 30D | -24.0% | -5.0% | -19.1% | -19.4% |
| 3M | -38.2% | -4.9% | -33.3% | -34.4% |
| 6M | -31.2% | -1.5% | -29.7% | -30.0% |
| YTD | -14.1% | +8.5% | -22.6% | -21.5% |
| 1Y | -6.1% | +11.4% | -17.5% | -16.7% |
| 3Y | +4.6% | +70.1% | -65.5% | -42.4% |
| 5Y | -38.2% | +53.7% | -91.9% | -61.8% |
| All | -21.9% | +215.5% | -237.4% | -74.7% |
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