+133.5%
ADI vs VOO
+81.4%
+52.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.2% |
| 7D | +2.6% | -0.4% | +3.0% | +3.1% |
| 30D | -4.6% | -1.4% | -3.2% | -2.7% |
| 3M | -9.5% | +3.7% | -13.2% | -13.7% |
| 6M | +14.8% | +13.0% | +1.8% | -2.7% |
| YTD | +35.8% | +12.4% | +23.4% | +15.9% |
| 1Y | +48.9% | +18.6% | +30.3% | +18.2% |
| 3Y | +115.6% | +78.1% | +37.5% | +2.0% |
| All | +133.5% | +81.4% | +52.1% | +9.8% |
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