+5.7%
ADT price history and return analytics
+138.6%
-132.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -2.2% |
| 7D | +1.0% | +0.4% | +0.6% | +0.3% |
| 30D | +54.4% | -2.6% | +57.0% | +58.4% |
| 3M | +31.0% | -3.2% | +34.2% | +35.2% |
| 6M | +46.9% | +0.9% | +45.9% | +43.6% |
| YTD | +26.1% | +11.3% | +14.8% | +10.2% |
| 1Y | +23.9% | +14.0% | +9.9% | +5.2% |
| 3Y | +85.4% | +75.8% | +9.6% | -5.8% |
| 5Y | +11.8% | +57.8% | -46.1% | -34.6% |
| All | +5.7% | +138.6% | -132.9% | -62.2% |
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