-87.9%
ADV price history and return analytics
+112.3%
-200.2%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.1% | -2.0% |
| 7D | +4.4% | -2.3% | +6.8% | +7.2% |
| 30D | +8.9% | -5.0% | +13.9% | +13.8% |
| 3M | +24.6% | -4.9% | +29.5% | +30.1% |
| 6M | -27.5% | -1.5% | -26.0% | -26.7% |
| YTD | +43.5% | +8.5% | +35.0% | +34.7% |
| 1Y | +5.2% | +11.4% | -6.1% | -2.9% |
| 3Y | -46.7% | +70.1% | -116.8% | -61.5% |
| 5Y | -85.9% | +53.7% | -139.6% | -89.6% |
| All | -87.9% | +112.3% | -200.2% | -91.6% |
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