-95.2%
ADCT vs VOO
+82.3%
-177.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.9% | -3.6% |
| 7D | +4.8% | +0.5% | +4.3% | +4.1% |
| 30D | +15.0% | -0.9% | +16.0% | +16.6% |
| 3M | +32.9% | +3.9% | +29.0% | +24.7% |
| 6M | -68.4% | +14.5% | -82.9% | -74.2% |
| YTD | -63.2% | +13.0% | -76.1% | -69.3% |
| 1Y | -63.1% | +19.4% | -82.5% | -71.6% |
| 3Y | +21.5% | +78.9% | -57.4% | -45.0% |
| 5Y | -95.2% | +82.3% | -177.5% | -97.9% |
| All | -95.2% | +82.3% | -177.5% | -97.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling