-70.6%
ADTN vs VOO
+812.0%
-882.5%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.6% | +7.3% | +7.4% |
| 7D | +1.5% | +0.5% | +0.9% | +0.7% |
| 30D | +0.3% | -0.9% | +1.2% | +1.2% |
| 3M | -52.7% | +3.9% | -56.6% | -54.6% |
| 6M | -21.0% | +14.5% | -35.5% | -31.8% |
| YTD | -12.8% | +13.0% | -25.7% | -23.4% |
| 1Y | -25.7% | +19.4% | -45.1% | -38.2% |
| 3Y | -6.8% | +78.9% | -85.6% | -47.9% |
| 5Y | -60.2% | +82.3% | -142.5% | -78.3% |
| 10Y | -52.6% | +314.2% | -366.8% | -89.0% |
| All | -70.6% | +812.0% | -882.5% | -97.3% |
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 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