+2,437.6%
ADUS vs VOO
+817.1%
+1,620.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.3% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | +2.0% | +0.1% | +1.9% | +1.9% |
| 3M | +32.4% | +2.0% | +30.4% | +30.0% |
| 6M | +12.4% | +13.0% | -0.7% | +1.9% |
| YTD | +10.6% | +13.6% | -3.0% | -0.3% |
| 1Y | +6.2% | +20.1% | -13.9% | -8.2% |
| 3Y | +36.6% | +77.6% | -40.9% | -13.8% |
| 5Y | +31.6% | +82.4% | -50.9% | -19.2% |
| 10Y | +377.5% | +316.8% | +60.7% | +54.4% |
| All | +2,437.6% | +817.1% | +1,620.5% | +422.4% |
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 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