+23.1%
ADUR price history and return analytics
+23.3%
-0.2%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.1% | -2.1% |
| 7D | -4.2% | +0.4% | -4.6% | -5.2% |
| 30D | -12.3% | +1.0% | -13.2% | -14.3% |
| 3M | -14.7% | +2.4% | -17.1% | -18.7% |
| 6M | +21.1% | +12.0% | +9.1% | -7.3% |
| YTD | +31.1% | +15.3% | +15.7% | -4.1% |
| 1Y | +23.1% | +22.6% | +0.5% | -25.0% |
| All | +23.1% | +23.3% | -0.2% | -25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling