-3.7%
ADSE price history and return analytics
+79.5%
-83.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.3% | +6.0% | +5.9% |
| 7D | +3.8% | +2.4% | +1.4% | +2.7% |
| 30D | -1.0% | -1.5% | +0.5% | -0.5% |
| 3M | -19.7% | -4.1% | -15.6% | -18.4% |
| 6M | -15.5% | +0.6% | -16.1% | -16.1% |
| YTD | -24.6% | +11.0% | -35.6% | -28.7% |
| 1Y | -6.5% | +13.3% | -19.9% | -12.4% |
| 3Y | +47.1% | +73.4% | -26.3% | +12.8% |
| 5Y | -5.3% | +57.4% | -62.7% | -26.4% |
| All | -3.7% | +79.5% | -83.2% | -26.0% |
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 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