+93.1%
ADAMM price history and return analytics
+143.4%
-50.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.9% |
| 7D | +0.2% | +1.0% | -0.8% | -0.7% |
| 30D | +1.8% | -0.2% | +2.0% | +1.9% |
| 3M | +4.5% | +4.5% | 0.0% | +0.3% |
| 6M | +6.5% | +14.1% | -7.5% | -5.6% |
| YTD | +9.9% | +14.8% | -4.9% | -3.4% |
| 1Y | +14.3% | +21.2% | -6.8% | -4.6% |
| 3Y | +53.1% | +76.6% | -23.5% | -14.5% |
| 5Y | +59.4% | +66.6% | -7.2% | -7.2% |
| All | +93.1% | +143.4% | -50.2% | -42.1% |
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