+282.9%
ADP vs VOO
+317.2%
-34.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.0% |
| 7D | -5.5% | +0.5% | -6.0% | -5.9% |
| 30D | -1.2% | -0.9% | -0.3% | -0.4% |
| 3M | +17.9% | +3.9% | +14.0% | +13.3% |
| 6M | +20.3% | +14.5% | +5.8% | +5.0% |
| YTD | +5.8% | +13.0% | -7.1% | -6.4% |
| 1Y | -7.7% | +19.4% | -27.1% | -22.9% |
| 3Y | +14.7% | +78.9% | -64.1% | -37.0% |
| 5Y | +45.8% | +82.3% | -36.5% | -21.9% |
| All | +282.9% | +317.2% | -34.3% | -12.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling