+1,341.9%
ADUS price history and return analytics
+441.7%
+900.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | -3.2% |
| 7D | -2.6% | +0.4% | -3.0% | -3.0% |
| 30D | +7.1% | -2.6% | +9.7% | +8.7% |
| 3M | +2.3% | -3.2% | +5.5% | +4.2% |
| 6M | +22.9% | +0.9% | +22.0% | +21.3% |
| YTD | +14.0% | +11.3% | +2.7% | +4.9% |
| 1Y | +8.3% | +14.0% | -5.7% | -2.0% |
| 3Y | +48.2% | +75.8% | -27.6% | -0.3% |
| 5Y | +16.2% | +57.8% | -41.6% | -16.2% |
| 10Y | +284.4% | +219.8% | +64.6% | +81.9% |
| All | +1,341.9% | +441.7% | +900.2% | +503.1% |
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