+73.5%
ADAMM price history and return analytics
+135.5%
-62.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.6% | -4.6% |
| 7D | -6.6% | +2.4% | -9.0% | -8.4% |
| 30D | -6.6% | -1.5% | -5.1% | -5.6% |
| 3M | -8.8% | -4.1% | -4.7% | -5.8% |
| 6M | -7.1% | +0.6% | -7.7% | -8.2% |
| YTD | -1.3% | +11.0% | -12.3% | -11.0% |
| 1Y | -0.5% | +13.3% | -13.8% | -12.0% |
| 3Y | +35.9% | +73.4% | -37.5% | -23.2% |
| 5Y | +41.7% | +57.4% | -15.7% | -12.2% |
| All | +73.5% | +135.5% | -62.0% | -46.7% |
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