-9.0%
ADSE vs VOO
+110.5%
-119.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -1.9% | -2.1% |
| 7D | -1.8% | +3.3% | -5.1% | -3.1% |
| 30D | -3.2% | -2.7% | -0.5% | -2.2% |
| 3M | -23.9% | -1.7% | -22.2% | -23.5% |
| 6M | -18.6% | +3.1% | -21.7% | -19.9% |
| YTD | -28.7% | +11.9% | -40.7% | -32.5% |
| 1Y | -11.2% | +12.1% | -23.3% | -16.0% |
| 3Y | +39.3% | +78.6% | -39.3% | +7.5% |
| 5Y | -10.4% | +73.8% | -84.2% | -32.3% |
| All | -9.0% | +110.5% | -119.5% | -32.4% |
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 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