+288.9%
ADPT vs VOO
+75.9%
+213.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | +0.3% |
| 7D | -1.4% | -2.0% | +0.6% | +2.1% |
| 30D | -4.6% | -1.7% | -2.9% | -1.8% |
| 3M | +41.9% | +4.7% | +37.2% | +31.0% |
| 6M | +66.9% | +12.6% | +54.3% | +36.7% |
| YTD | +49.2% | +11.8% | +37.4% | +23.2% |
| 1Y | +95.1% | +17.5% | +77.5% | +48.1% |
| All | +288.9% | +75.9% | +213.0% | +33.4% |
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