-87.3%
ADV price history and return analytics
+117.8%
-205.1%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.6% | +2.4% | +3.1% |
| 7D | +3.4% | +0.4% | +3.1% | +4.1% |
| 30D | +9.4% | -2.6% | +12.0% | +12.4% |
| 3M | +17.6% | -3.2% | +20.9% | +21.2% |
| 6M | -16.7% | +0.9% | -17.6% | -17.1% |
| YTD | +50.6% | +11.3% | +39.3% | +38.9% |
| 1Y | +17.3% | +14.0% | +3.3% | +6.5% |
| 3Y | -32.0% | +75.8% | -107.9% | -52.0% |
| 5Y | -85.1% | +57.8% | -142.9% | -89.3% |
| All | -87.3% | +117.8% | -205.1% | -91.3% |
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