+727.3%
ADEA vs VOO
+807.8%
-80.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.0% |
| 7D | +7.3% | -0.4% | +7.6% | +7.7% |
| 30D | -3.6% | -1.4% | -2.2% | -2.0% |
| 3M | -12.0% | +3.7% | -15.8% | -14.9% |
| 6M | +20.7% | +13.0% | +7.7% | +6.7% |
| YTD | +56.3% | +12.4% | +43.9% | +39.6% |
| 1Y | +76.4% | +18.6% | +57.8% | +49.4% |
| 3Y | +199.1% | +78.1% | +121.0% | +67.1% |
| 5Y | +238.7% | +82.3% | +156.4% | +83.3% |
| 10Y | +186.1% | +322.5% | -136.5% | -38.3% |
| All | +727.3% | +807.8% | -80.5% | -28.5% |
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