+13.9%
ADSE price history and return analytics
+82.7%
-68.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.1% |
| 7D | -2.5% | -2.0% | -0.5% | -1.6% |
| 30D | -4.4% | -1.4% | -3.0% | -3.8% |
| 3M | -1.4% | +4.7% | -6.1% | -3.6% |
| 6M | -1.6% | +11.4% | -12.9% | -6.8% |
| YTD | -10.8% | +13.1% | -23.9% | -16.1% |
| 1Y | +17.8% | +19.0% | -1.2% | +8.1% |
| 3Y | +53.0% | +73.9% | -20.9% | +17.4% |
| 5Y | +14.7% | +65.4% | -50.7% | -11.4% |
| All | +13.9% | +82.7% | -68.8% | -12.9% |
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