+35.6%
ADUS vs VOO
+81.6%
-45.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | +0.9% | -0.4% | +1.3% | +1.1% |
| 30D | -0.1% | -1.4% | +1.3% | +0.8% |
| 3M | +28.6% | +3.7% | +24.9% | +25.2% |
| 6M | +15.9% | +13.0% | +2.9% | +6.1% |
| YTD | +11.0% | +12.4% | -1.4% | +1.8% |
| 1Y | +5.5% | +18.6% | -13.1% | -6.8% |
| 3Y | +41.3% | +78.1% | -36.8% | -8.9% |
| 5Y | +35.6% | +82.3% | -46.6% | -10.3% |
| All | +35.6% | +81.6% | -45.9% | -10.3% |
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 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