-25.5%
ADT price history and return analytics
+144.4%
-170.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.7% | -1.6% |
| 7D | -5.9% | -0.1% | -5.7% | -5.7% |
| 30D | -6.1% | -0.7% | -5.5% | -5.4% |
| 3M | +5.2% | +4.0% | +1.2% | +0.2% |
| 6M | +9.8% | +12.3% | -2.5% | -4.5% |
| YTD | -11.2% | +14.0% | -25.2% | -24.0% |
| 1Y | -15.5% | +20.3% | -35.8% | -32.1% |
| 3Y | +31.6% | +75.4% | -43.8% | -32.4% |
| 5Y | -5.0% | +66.0% | -71.0% | -47.1% |
| All | -25.5% | +144.4% | -170.0% | -73.9% |
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