-88.3%
ADV price history and return analytics
+117.3%
-205.6%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.7% |
| 7D | -3.4% | +2.4% | -5.7% | -5.0% |
| 30D | +2.4% | -1.5% | +3.9% | +4.3% |
| 3M | -7.5% | -4.1% | -3.4% | -4.1% |
| 6M | -12.7% | +0.6% | -13.3% | -12.9% |
| YTD | +38.7% | +11.0% | +27.6% | +28.1% |
| 1Y | +1.7% | +13.3% | -11.6% | -7.4% |
| 3Y | -42.4% | +73.4% | -115.8% | -59.0% |
| 5Y | -86.4% | +57.4% | -143.9% | -90.2% |
| All | -88.3% | +117.3% | -205.6% | -92.0% |
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 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