-96.5%
ADVB price history and return analytics
+34.0%
-130.5%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.6% | -0.3% | -23.3% | -23.5% |
| 7D | +27.8% | +2.4% | +25.4% | +26.6% |
| 30D | -50.8% | -1.5% | -49.3% | -50.4% |
| 3M | -70.5% | -4.1% | -66.4% | -70.1% |
| 6M | -46.7% | +0.6% | -47.3% | -47.1% |
| YTD | -56.7% | +11.0% | -67.7% | -60.9% |
| 1Y | -71.8% | +13.3% | -85.1% | -75.0% |
| All | -96.5% | +34.0% | -130.5% | -97.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling