+270.5%
ADP vs VO
+192.5%
+78.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.0% |
| 7D | -5.5% | +0.6% | -6.1% | -6.0% |
| 30D | -1.2% | -1.1% | -0.2% | -0.3% |
| 3M | +17.9% | +4.5% | +13.3% | +13.0% |
| 6M | +20.3% | +11.1% | +9.3% | +8.9% |
| YTD | +5.8% | +13.5% | -7.7% | -6.2% |
| 1Y | -7.7% | +14.5% | -22.2% | -19.0% |
| 3Y | +14.7% | +58.1% | -43.4% | -26.2% |
| 5Y | +45.8% | +43.3% | +2.5% | +2.0% |
| 10Y | +270.5% | +193.2% | +77.3% | +30.6% |
| All | +270.5% | +192.5% | +78.0% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VO 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling