-91.8%
ADIL vs VOO
+80.9%
-172.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.4% | +7.3% | +7.2% |
| 7D | +27.1% | +0.1% | +27.0% | +27.0% |
| 30D | +75.8% | +0.1% | +75.7% | +75.4% |
| 3M | +194.2% | +2.0% | +192.2% | +189.4% |
| 6M | +257.8% | +13.0% | +244.8% | +229.7% |
| YTD | +29.5% | +13.6% | +15.9% | +19.2% |
| 1Y | -18.6% | +20.1% | -38.7% | -27.2% |
| All | -91.8% | +80.9% | -172.6% | -95.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling