+5.4%
ADT price history and return analytics
+137.5%
-132.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | +0.5% | -0.1% | +0.6% | +0.4% |
| 30D | +54.0% | -3.1% | +57.0% | +58.7% |
| 3M | +32.9% | -3.5% | +36.4% | +37.5% |
| 6M | +46.4% | +0.5% | +46.0% | +43.9% |
| YTD | +25.7% | +10.8% | +14.9% | +10.5% |
| 1Y | +25.6% | +11.9% | +13.7% | +9.1% |
| 3Y | +83.9% | +73.0% | +11.0% | -4.8% |
| 5Y | +25.6% | +58.6% | -33.0% | -27.0% |
| All | +5.4% | +137.5% | -132.1% | -62.1% |
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