+651.5%
ADI vs VOO
+325.3%
+326.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.8% | +4.0% | +3.7% |
| 7D | +4.6% | -0.8% | +5.3% | +5.7% |
| 30D | -1.2% | -1.1% | -0.1% | +0.3% |
| 3M | -7.8% | +3.9% | -11.7% | -12.0% |
| 6M | +19.3% | +13.6% | +5.7% | +1.7% |
| YTD | +40.9% | +12.7% | +28.2% | +21.4% |
| 1Y | +54.5% | +17.6% | +36.9% | +26.2% |
| 3Y | +123.4% | +77.3% | +46.1% | +11.0% |
| 5Y | +142.3% | +84.1% | +58.2% | +16.6% |
| All | +651.5% | +325.3% | +326.2% | +38.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling