+189.1%
ADUR price history and return analytics
+45.5%
+143.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -2.2% |
| 7D | -5.0% | -1.1% | -3.9% | -3.1% |
| 30D | -15.8% | -1.0% | -14.8% | -14.2% |
| 3M | -14.6% | +3.2% | -17.7% | -18.7% |
| 6M | +11.7% | +12.5% | -0.8% | -6.4% |
| YTD | +24.5% | +14.1% | +10.5% | +3.7% |
| 1Y | -0.8% | +18.9% | -19.7% | -21.5% |
| All | +189.1% | +45.5% | +143.6% | +63.9% |
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