-58.4%
ADNT vs VOO
+325.0%
-383.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.9% |
| 7D | +5.0% | +0.1% | +4.9% | +4.9% |
| 30D | -2.5% | +0.1% | -2.5% | -2.4% |
| 3M | -12.4% | +2.0% | -14.4% | -15.2% |
| 6M | -9.7% | +13.0% | -22.7% | -25.7% |
| YTD | +4.4% | +13.6% | -9.2% | -15.0% |
| 1Y | -18.2% | +20.1% | -38.2% | -39.3% |
| 3Y | -50.5% | +77.6% | -128.1% | -81.3% |
| 5Y | -46.7% | +82.4% | -129.1% | -79.6% |
| All | -58.4% | +325.0% | -383.5% | -94.3% |
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