+14.4%
AD vs VOO
+19.5%
-5.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | +4.2% | +0.5% | +3.6% | +3.9% |
| 30D | +9.1% | -0.9% | +10.1% | +9.6% |
| 3M | -4.9% | +3.9% | -8.8% | -6.7% |
| 6M | -0.7% | +14.5% | -15.2% | -8.0% |
| YTD | +9.4% | +13.0% | -3.5% | +1.7% |
| 1Y | +14.4% | +19.4% | -5.0% | +1.9% |
| All | +14.4% | +19.5% | -5.1% | +1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling