+72.9%
AD vs VOO
+777.9%
-705.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.3% | -4.7% | -4.6% |
| 7D | -8.8% | -2.7% | -6.1% | -6.9% |
| 30D | -12.2% | -5.4% | -6.8% | -8.7% |
| 3M | -15.9% | -4.1% | -11.8% | -13.5% |
| 6M | -23.7% | +0.7% | -24.5% | -24.4% |
| YTD | -14.7% | +8.7% | -23.4% | -20.3% |
| 1Y | -4.1% | +11.0% | -15.1% | -11.7% |
| 3Y | +53.5% | +75.5% | -21.9% | -0.6% |
| 5Y | +102.3% | +68.4% | +34.0% | +32.5% |
| 10Y | +90.4% | +315.7% | -225.3% | -44.4% |
| All | +72.9% | +777.9% | -705.0% | -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