-87.4%
ADV vs VOO
+157.9%
-245.4%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.0% | +4.8% |
| 7D | +2.2% | -2.0% | +4.2% | +3.5% |
| 30D | +8.1% | -1.7% | +9.7% | +9.3% |
| 3M | -15.3% | +4.7% | -20.1% | -18.0% |
| 6M | +93.9% | +12.6% | +81.4% | +77.8% |
| YTD | +48.3% | +11.8% | +36.6% | +37.2% |
| 1Y | -29.1% | +17.5% | -46.6% | -36.4% |
| 3Y | -51.7% | +77.0% | -128.6% | -64.9% |
| 5Y | -84.4% | +82.6% | -167.0% | -89.0% |
| All | -87.4% | +157.9% | -245.4% | -91.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling