+313.7%
ADP price history and return analytics
+223.7%
+90.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -2.7% |
| 7D | +1.1% | +0.4% | +0.7% | +0.5% |
| 30D | +11.5% | -2.6% | +14.1% | +13.6% |
| 3M | +12.0% | -3.2% | +15.3% | +14.7% |
| 6M | +43.8% | +0.9% | +42.9% | +40.4% |
| YTD | +20.1% | +11.3% | +8.8% | +6.1% |
| 1Y | +22.3% | +14.0% | +8.3% | +5.5% |
| 3Y | +43.3% | +75.8% | -32.6% | -21.4% |
| 5Y | +47.3% | +57.8% | -10.5% | -9.7% |
| 10Y | +313.7% | +219.8% | +93.9% | +22.4% |
| All | +313.7% | +223.7% | +90.0% | +22.4% |
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