+76.0%
AD vs VOO
+311.2%
-235.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.3% |
| 7D | -12.9% | +3.3% | -16.1% | -14.7% |
| 30D | -18.7% | -2.7% | -16.0% | -17.3% |
| 3M | -22.2% | -1.7% | -20.5% | -21.5% |
| 6M | -32.8% | +3.1% | -35.9% | -34.4% |
| YTD | -22.3% | +11.9% | -34.2% | -28.1% |
| 1Y | -11.5% | +12.1% | -23.5% | -18.2% |
| 3Y | +43.9% | +78.6% | -34.7% | -3.0% |
| 5Y | +81.8% | +73.8% | +8.0% | +23.3% |
| All | +76.0% | +311.2% | -235.2% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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