-97.1%
ADVB price history and return analytics
+33.7%
-130.8%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.1% |
| 7D | -4.1% | -0.1% | -3.9% | -3.9% |
| 30D | -60.3% | -3.1% | -57.2% | -59.8% |
| 3M | -73.3% | -3.5% | -69.8% | -73.0% |
| 6M | -65.9% | +0.5% | -66.4% | -66.1% |
| YTD | -63.9% | +10.8% | -74.6% | -67.3% |
| 1Y | -74.1% | +11.9% | -86.0% | -76.9% |
| All | -97.1% | +33.7% | -130.8% | -98.1% |
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 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