-87.7%
ADV vs VOO
+159.2%
-247.0%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -2.0% |
| 7D | -19.5% | -0.9% | -18.6% | -18.6% |
| 30D | +3.6% | -2.3% | +6.0% | +6.0% |
| 3M | +5.7% | -1.2% | +6.9% | +7.3% |
| 6M | -10.9% | +3.3% | -14.3% | -12.5% |
| YTD | +45.1% | +12.3% | +32.8% | +34.7% |
| 1Y | -4.7% | +12.5% | -17.2% | -11.5% |
| 3Y | -35.5% | +79.2% | -114.7% | -53.2% |
| 5Y | -86.3% | +75.7% | -162.0% | -90.2% |
| All | -87.7% | +159.2% | -247.0% | -91.7% |
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