+85.1%
AD vs VOO
+306.9%
-221.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.5% |
| 7D | -13.0% | -0.6% | -12.4% | -12.6% |
| 30D | -13.3% | -3.6% | -9.7% | -11.3% |
| 3M | -17.5% | -2.7% | -14.7% | -16.1% |
| 6M | -34.3% | +2.2% | -36.6% | -35.5% |
| YTD | -17.7% | +10.9% | -28.6% | -23.4% |
| 1Y | -3.9% | +11.3% | -15.2% | -10.8% |
| 3Y | +52.4% | +76.9% | -24.5% | +3.4% |
| 5Y | +92.6% | +73.5% | +19.1% | +30.7% |
| 10Y | +85.1% | +307.7% | -222.5% | -39.9% |
| All | +85.1% | +306.9% | -221.7% | -39.9% |
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