-95.5%
ADVB price history and return analytics
+34.4%
-129.8%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +42.7% | -0.6% | +43.3% | +42.9% |
| 7D | +74.2% | +2.9% | +71.3% | +72.2% |
| 30D | -35.9% | -2.5% | -33.3% | -35.3% |
| 3M | -56.4% | -3.3% | -53.1% | -56.0% |
| 6M | -36.7% | +1.5% | -38.2% | -37.5% |
| YTD | -43.3% | +11.4% | -54.7% | -48.9% |
| 1Y | -63.4% | +11.9% | -75.3% | -67.2% |
| All | -95.5% | +34.4% | -129.8% | -97.0% |
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 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