-61.6%
ADTN vs VOO
+80.3%
-141.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.5% |
| 7D | +0.4% | -2.0% | +2.4% | +3.0% |
| 30D | -7.5% | -1.7% | -5.8% | -5.5% |
| 3M | -52.0% | +4.7% | -56.7% | -54.7% |
| 6M | -29.3% | +12.6% | -41.8% | -39.0% |
| YTD | -17.4% | +11.8% | -29.1% | -27.9% |
| 1Y | -30.6% | +17.5% | -48.1% | -42.8% |
| 3Y | -11.7% | +77.0% | -88.7% | -52.4% |
| 5Y | -61.6% | +82.6% | -144.1% | -80.0% |
| All | -61.6% | +80.3% | -141.9% | -80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling