-94.2%
ADCT vs VOO
+72.0%
-166.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.3% | +3.3% | +2.2% |
| 7D | +8.4% | +0.1% | +8.4% | +8.5% |
| 30D | -3.5% | -3.3% | -0.2% | +2.0% |
| 3M | +47.8% | -2.4% | +50.2% | +54.1% |
| 6M | -52.3% | +2.6% | -54.9% | -54.0% |
| YTD | -52.7% | +11.3% | -64.0% | -59.6% |
| 1Y | -58.7% | +13.4% | -72.1% | -65.7% |
| 3Y | +256.8% | +80.3% | +176.6% | +59.3% |
| 5Y | -94.2% | +72.7% | -167.0% | -97.5% |
| All | -94.2% | +72.0% | -166.2% | -97.5% |
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 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