+123.6%
ADAMN price history and return analytics
+167.3%
-43.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | -0.3% | -0.1% | -0.1% | -0.2% |
| 30D | +3.0% | -0.7% | +3.6% | +3.4% |
| 3M | +8.6% | +4.0% | +4.6% | +5.5% |
| 6M | +15.7% | +12.3% | +3.4% | +6.3% |
| YTD | +20.6% | +14.0% | +6.6% | +9.5% |
| 1Y | +26.1% | +20.3% | +5.8% | +10.1% |
| 3Y | +59.4% | +75.4% | -16.0% | +3.0% |
| 5Y | +53.0% | +66.0% | -13.0% | +1.9% |
| All | +123.6% | +167.3% | -43.7% | -3.7% |
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