-36.3%
ADPT price history and return analytics
+65.7%
-102.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +1.8% |
| 7D | -1.0% | -0.1% | -0.8% | -0.7% |
| 30D | -4.0% | -0.7% | -3.4% | -2.6% |
| 3M | +40.7% | +4.0% | +36.7% | +28.7% |
| 6M | +63.3% | +12.3% | +51.1% | +25.3% |
| YTD | +50.4% | +14.0% | +36.3% | +10.2% |
| 1Y | +93.7% | +20.3% | +73.4% | +25.3% |
| 3Y | +307.0% | +75.4% | +231.6% | +6.2% |
| 5Y | -36.3% | +66.0% | -102.3% | -79.0% |
| All | -36.3% | +65.7% | -102.0% | -79.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling