+75.2%
AD vs VOO
+798.5%
-723.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.0% | -0.4% |
| 7D | -9.7% | +0.1% | -9.8% | -9.7% |
| 30D | -9.0% | -3.3% | -5.7% | -6.9% |
| 3M | -13.8% | -2.4% | -11.4% | -12.4% |
| 6M | -31.0% | +2.6% | -33.6% | -32.6% |
| YTD | -13.6% | +11.3% | -24.9% | -20.6% |
| 1Y | 0.0% | +13.4% | -13.5% | -9.4% |
| 3Y | +59.3% | +80.3% | -21.0% | +1.1% |
| 5Y | +104.5% | +72.7% | +31.8% | +31.4% |
| 10Y | +89.2% | +310.0% | -220.9% | -43.8% |
| All | +75.2% | +798.5% | -723.3% | -76.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling