+87.2%
ADAMM price history and return analytics
+136.0%
-48.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -1.4% |
| 7D | +2.0% | +0.4% | +1.6% | +1.5% |
| 30D | -2.0% | -2.6% | +0.6% | 0.0% |
| 3M | -1.3% | -3.2% | +1.9% | +1.1% |
| 6M | 0.0% | +0.9% | -0.9% | -1.5% |
| YTD | +6.5% | +11.3% | -4.8% | -4.2% |
| 1Y | +7.6% | +14.0% | -6.4% | -5.4% |
| 3Y | +47.6% | +75.8% | -28.3% | -17.8% |
| 5Y | +52.0% | +57.8% | -5.8% | -6.1% |
| All | +87.2% | +136.0% | -48.8% | -42.6% |
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