-93.8%
ADGM price history and return analytics
+44.6%
-138.4%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.9% | -4.2% | -4.2% |
| 7D | -0.5% | -1.1% | +0.6% | +0.6% |
| 30D | -18.7% | -1.0% | -17.7% | -17.9% |
| 3M | -27.3% | +3.2% | -30.5% | -28.9% |
| 6M | -42.8% | +12.5% | -55.2% | -47.8% |
| YTD | -46.1% | +14.1% | -60.1% | -51.2% |
| 1Y | -66.2% | +18.9% | -85.1% | -70.6% |
| All | -93.8% | +44.6% | -138.4% | -96.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling