-86.3%
ADV vs VOO
+75.1%
-161.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -2.7% |
| 7D | -19.5% | -0.9% | -18.6% | -17.9% |
| 30D | +3.6% | -2.3% | +6.0% | +7.6% |
| 3M | +5.7% | -1.2% | +6.9% | +8.2% |
| 6M | -10.9% | +3.3% | -14.3% | -13.9% |
| YTD | +45.1% | +12.3% | +32.8% | +26.7% |
| 1Y | -4.7% | +12.5% | -17.2% | -16.8% |
| 3Y | -35.5% | +79.2% | -114.7% | -66.0% |
| 5Y | -86.3% | +75.7% | -162.0% | -92.8% |
| All | -86.3% | +75.1% | -161.4% | -92.8% |
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