+203.9%
ADAM price history and return analytics
+345.0%
-141.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.1% | -0.1% | -1.6% |
| 7D | -17.5% | -4.2% | -13.4% | -15.1% |
| 30D | -23.3% | -5.8% | -17.5% | -20.2% |
| 3M | -35.1% | -5.2% | -29.9% | -32.7% |
| 6M | -26.6% | +0.1% | -26.8% | -26.6% |
| YTD | -10.6% | +8.2% | -18.9% | -14.7% |
| 1Y | -2.4% | +10.1% | -12.6% | -7.9% |
| 3Y | +7.4% | +69.7% | -62.2% | -21.9% |
| 5Y | -35.7% | +53.4% | -89.1% | -50.0% |
| 10Y | -17.7% | +219.2% | -236.9% | -53.1% |
| All | +203.9% | +345.0% | -141.1% | +86.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling