+190.6%
ADUR price history and return analytics
+44.2%
+146.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -0.6% |
| 7D | -6.6% | -2.0% | -4.6% | -3.1% |
| 30D | -17.3% | -1.4% | -15.9% | -15.0% |
| 3M | -16.1% | +4.7% | -20.8% | -22.4% |
| 6M | +17.4% | +11.4% | +6.0% | +0.1% |
| YTD | +25.2% | +13.1% | +12.1% | +6.0% |
| 1Y | +1.2% | +19.0% | -17.8% | -19.6% |
| All | +190.6% | +44.2% | +146.5% | +67.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling