+133.8%
ADI vs VOO
+72.6%
+61.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.2% |
| 7D | +9.5% | +2.6% | +6.9% | +5.7% |
| 30D | -1.4% | -2.0% | +0.6% | +2.2% |
| 3M | +4.7% | -2.8% | +7.5% | +9.9% |
| 6M | -7.4% | +2.2% | -9.6% | -9.0% |
| YTD | +48.1% | +11.5% | +36.5% | +28.9% |
| 1Y | +69.6% | +13.5% | +56.1% | +44.4% |
| 3Y | +144.4% | +78.1% | +66.3% | +16.7% |
| All | +133.8% | +72.6% | +61.2% | +18.7% |
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