+33.9%
ADAML price history and return analytics
+66.3%
-32.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -0.6% | +2.4% | -2.9% | -1.3% |
| 30D | -6.2% | -1.5% | -4.7% | -5.8% |
| 3M | -10.2% | -4.1% | -6.1% | -9.0% |
| 6M | -6.1% | +0.6% | -6.6% | -6.4% |
| YTD | +3.2% | +11.0% | -7.8% | -0.6% |
| 1Y | +5.6% | +13.3% | -7.8% | +0.9% |
| 3Y | +48.7% | +73.4% | -24.7% | +19.7% |
| 5Y | +33.7% | +57.4% | -23.7% | +4.8% |
| All | +33.9% | +66.3% | -32.4% | +4.0% |
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