+550.7%
ADC vs VOO
+817.1%
-266.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -4.2% | +0.1% | -4.3% | -4.3% |
| 3M | +1.6% | +2.0% | -0.4% | +0.1% |
| 6M | -9.3% | +13.0% | -22.4% | -16.3% |
| YTD | +3.7% | +13.6% | -9.9% | -4.7% |
| 1Y | +5.2% | +20.1% | -14.8% | -6.8% |
| 3Y | +35.1% | +77.6% | -42.4% | -9.2% |
| 5Y | +20.7% | +82.4% | -61.7% | -21.6% |
| 10Y | +127.4% | +316.8% | -189.5% | -17.9% |
| All | +550.7% | +817.1% | -266.4% | +22.1% |
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