-99.8%
ADIL vs VOO
+81.6%
-181.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -0.5% | -10.4% | -10.5% |
| 7D | -6.2% | -0.4% | -5.8% | -5.9% |
| 30D | +40.9% | -1.4% | +42.2% | +42.2% |
| 3M | +178.4% | +3.7% | +174.7% | +170.8% |
| 6M | +244.8% | +13.0% | +231.7% | +215.9% |
| YTD | +7.8% | +12.4% | -4.6% | -0.7% |
| 1Y | -32.2% | +18.6% | -50.8% | -39.7% |
| 3Y | -93.3% | +78.1% | -171.4% | -95.5% |
| 5Y | -99.8% | +82.3% | -182.0% | -99.8% |
| All | -99.8% | +81.6% | -181.3% | -99.8% |
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