-40.0%
ADPT price history and return analytics
+146.6%
-186.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -1.7% |
| 7D | -0.3% | -1.1% | +0.8% | +1.6% |
| 30D | -4.2% | -1.0% | -3.2% | -2.5% |
| 3M | +29.2% | +3.2% | +26.1% | +22.5% |
| 6M | +70.2% | +12.5% | +57.7% | +40.0% |
| YTD | +49.0% | +14.1% | +35.0% | +19.1% |
| 1Y | +79.4% | +18.9% | +60.5% | +33.9% |
| 3Y | +288.4% | +74.1% | +214.4% | +58.6% |
| 5Y | -36.5% | +66.9% | -103.4% | -70.1% |
| All | -40.0% | +146.6% | -186.5% | -80.8% |
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