-9.0%
ADSE price history and return analytics
+80.0%
-89.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.0% |
| 7D | -1.8% | +2.9% | -4.7% | -3.1% |
| 30D | -3.2% | -2.5% | -0.7% | -2.3% |
| 3M | -23.9% | -3.3% | -20.6% | -22.9% |
| 6M | -18.6% | +1.5% | -20.1% | -19.5% |
| YTD | -28.7% | +11.4% | -40.1% | -32.6% |
| 1Y | -11.2% | +11.9% | -23.1% | -16.3% |
| 3Y | +39.3% | +73.9% | -34.6% | +6.7% |
| 5Y | -10.4% | +57.9% | -68.3% | -30.5% |
| All | -9.0% | +80.0% | -89.0% | -30.1% |
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