+1,694.8%
ADI vs VOO
+817.1%
+877.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.1% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | -3.8% | +0.1% | -3.9% | -3.9% |
| 3M | -15.3% | +2.0% | -17.3% | -16.9% |
| 6M | +6.7% | +13.0% | -6.3% | -7.9% |
| YTD | +34.8% | +13.6% | +21.2% | +15.6% |
| 1Y | +49.0% | +20.1% | +29.0% | +19.5% |
| 3Y | +108.1% | +77.6% | +30.5% | +5.8% |
| 5Y | +142.4% | +82.4% | +60.0% | +21.1% |
| 10Y | +589.9% | +316.8% | +273.1% | +34.6% |
| All | +1,694.8% | +817.1% | +877.7% | +51.5% |
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