+2,598.5%
ADUS vs VOO
+795.4%
+1,803.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.4% |
| 7D | -0.2% | -0.6% | +0.4% | +0.1% |
| 30D | +10.5% | -3.6% | +14.1% | +13.2% |
| 3M | +5.8% | -2.7% | +8.6% | +7.6% |
| 6M | +26.8% | +2.2% | +24.6% | +23.7% |
| YTD | +17.6% | +10.9% | +6.7% | +7.5% |
| 1Y | +11.9% | +11.3% | +0.6% | +2.0% |
| 3Y | +53.3% | +76.9% | -23.6% | -3.4% |
| 5Y | +19.3% | +73.5% | -54.3% | -24.2% |
| 10Y | +283.3% | +307.7% | -24.4% | +25.4% |
| All | +2,598.5% | +795.4% | +1,803.1% | +463.3% |
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