+50.0%
ADAML price history and return analytics
+70.8%
-20.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.1% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +0.7% | -0.7% | +1.4% | +0.9% |
| 3M | +5.1% | +4.0% | +1.1% | +3.7% |
| 6M | +10.1% | +12.3% | -2.1% | +5.8% |
| YTD | +15.7% | +14.0% | +1.6% | +10.4% |
| 1Y | +20.9% | +20.3% | +0.6% | +13.2% |
| 3Y | +69.2% | +75.4% | -6.3% | +35.8% |
| 5Y | +53.4% | +66.0% | -12.6% | +18.7% |
| All | +50.0% | +70.8% | -20.8% | +15.6% |
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