+183.1%
ADEA price history and return analytics
+229.8%
-46.6%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.7% | +0.4% |
| 7D | +0.8% | -1.1% | +1.9% | +2.2% |
| 30D | -4.8% | -1.0% | -3.8% | -3.5% |
| 3M | -18.0% | +3.2% | -21.1% | -20.3% |
| 6M | +15.3% | +12.5% | +2.8% | +1.3% |
| YTD | +55.8% | +14.1% | +41.7% | +35.3% |
| 1Y | +72.3% | +18.9% | +53.4% | +43.3% |
| 3Y | +199.4% | +74.1% | +125.3% | +63.9% |
| 5Y | +240.1% | +66.9% | +173.3% | +95.6% |
| All | +183.1% | +229.8% | -46.6% | -23.5% |
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