+2,528.2%
ADUS vs VOO
+800.4%
+1,727.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -1.1% | +2.6% | -3.6% | -3.0% |
| 30D | +5.5% | -2.0% | +7.5% | +6.8% |
| 3M | +4.6% | -2.8% | +7.4% | +6.4% |
| 6M | +30.1% | +2.2% | +28.0% | +27.1% |
| YTD | +14.5% | +11.5% | +3.0% | +4.2% |
| 1Y | +11.0% | +13.5% | -2.5% | -0.3% |
| 3Y | +49.9% | +78.1% | -28.2% | -6.0% |
| 5Y | +19.6% | +73.1% | -53.6% | -23.8% |
| 10Y | +273.3% | +310.7% | -37.4% | +21.4% |
| All | +2,528.2% | +800.4% | +1,727.8% | +446.3% |
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