-38.1%
ADAM price history and return analytics
+57.4%
-95.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -3.0% |
| 7D | -4.0% | +0.4% | -4.4% | -4.4% |
| 30D | -25.6% | -2.6% | -23.0% | -23.2% |
| 3M | -40.0% | -3.2% | -36.8% | -37.6% |
| 6M | -31.2% | +0.9% | -32.2% | -32.1% |
| YTD | -14.1% | +11.3% | -25.4% | -24.3% |
| 1Y | -7.6% | +14.0% | -21.6% | -20.9% |
| 3Y | +5.5% | +75.8% | -70.3% | -46.9% |
| 5Y | -38.1% | +57.8% | -95.9% | -66.3% |
| All | -38.1% | +57.4% | -95.4% | -66.3% |
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 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