+53.3%
ADUS vs VOO
+78.8%
-25.5%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.3% |
| 7D | -0.2% | -0.6% | +0.4% | 0.0% |
| 30D | +10.5% | -3.6% | +14.1% | +12.3% |
| 3M | +5.8% | -2.7% | +8.6% | +7.0% |
| 6M | +26.8% | +2.2% | +24.6% | +24.5% |
| YTD | +17.6% | +10.9% | +6.7% | +9.9% |
| 1Y | +11.9% | +11.3% | +0.6% | +4.3% |
| 3Y | +53.3% | +76.9% | -23.6% | -18.4% |
| All | +53.3% | +78.8% | -25.5% | -18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling