+371.4%
ADUS vs VOO
+325.3%
+46.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.8% |
| 7D | -1.4% | -0.8% | -0.6% | -0.9% |
| 30D | -0.8% | -1.1% | +0.2% | -0.1% |
| 3M | +25.8% | +3.9% | +22.0% | +22.1% |
| 6M | +13.6% | +13.6% | 0.0% | +2.8% |
| YTD | +9.0% | +12.7% | -3.7% | -1.0% |
| 1Y | +4.2% | +17.6% | -13.4% | -8.3% |
| 3Y | +39.4% | +77.3% | -37.9% | -11.6% |
| 5Y | +35.3% | +84.1% | -48.8% | -17.0% |
| All | +371.4% | +325.3% | +46.1% | +40.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling