-39.6%
ADPT vs VOO
+192.5%
-232.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +1.1% |
| 7D | 0.0% | +0.5% | -0.5% | -0.9% |
| 30D | -2.4% | -0.9% | -1.4% | -0.9% |
| 3M | +45.7% | +3.9% | +41.9% | +37.5% |
| 6M | +63.8% | +14.5% | +49.3% | +33.9% |
| YTD | +49.9% | +13.0% | +36.9% | +24.8% |
| 1Y | +94.1% | +19.4% | +74.7% | +48.9% |
| 3Y | +305.7% | +78.9% | +226.8% | +74.0% |
| 5Y | -35.4% | +82.3% | -117.7% | -70.9% |
| All | -39.6% | +192.5% | -232.1% | -82.6% |
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