+75.9%
ADPV price history and return analytics
+101.0%
-25.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | +3.2% | +2.4% | +0.8% | +1.1% |
| 30D | -0.3% | -1.5% | +1.2% | +1.0% |
| 3M | -6.1% | -4.1% | -1.9% | -2.6% |
| 6M | -5.7% | +0.6% | -6.3% | -6.1% |
| YTD | +0.9% | +11.0% | -10.1% | -7.4% |
| 1Y | +4.4% | +13.3% | -8.9% | -5.6% |
| 3Y | +91.3% | +73.4% | +17.9% | +29.3% |
| All | +75.9% | +101.0% | -25.1% | +16.6% |
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