-51.7%
ADTN price history and return analytics
+229.8%
-281.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.9% | +4.1% | +3.9% |
| 7D | +6.2% | -1.1% | +7.3% | +7.7% |
| 30D | -7.6% | -1.0% | -6.6% | -6.4% |
| 3M | -50.4% | +3.2% | -53.5% | -52.1% |
| 6M | -26.4% | +12.5% | -38.8% | -35.9% |
| YTD | -13.2% | +14.1% | -27.3% | -25.6% |
| 1Y | -28.9% | +18.9% | -47.8% | -41.6% |
| 3Y | -6.8% | +74.1% | -80.9% | -48.6% |
| 5Y | -59.6% | +66.9% | -126.5% | -76.7% |
| All | -51.7% | +229.8% | -281.5% | -86.5% |
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