-6.8%
ADSE price history and return analytics
+79.1%
-85.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.3% |
| 7D | +1.6% | -0.1% | +1.8% | +1.6% |
| 30D | -4.2% | -3.1% | -1.2% | -3.1% |
| 3M | -20.5% | -3.5% | -17.0% | -19.4% |
| 6M | -17.3% | +0.5% | -17.7% | -17.8% |
| YTD | -27.1% | +10.8% | -37.8% | -30.9% |
| 1Y | -8.9% | +11.9% | -20.8% | -14.1% |
| 3Y | +42.5% | +73.0% | -30.4% | +9.4% |
| 5Y | -8.0% | +58.6% | -66.6% | -28.4% |
| All | -6.8% | +79.1% | -85.9% | -28.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling