-74.9%
ADVB vs VOO
+12.4%
-87.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.3% | +1.2% | +3.8% |
| 7D | -1.2% | +0.1% | -1.3% | -0.8% |
| 30D | -61.4% | -3.3% | -58.1% | -62.1% |
| 3M | -67.8% | -2.4% | -65.4% | -68.1% |
| 6M | -66.9% | +2.6% | -69.5% | -65.9% |
| YTD | -64.9% | +11.3% | -76.2% | -65.4% |
| All | -74.9% | +12.4% | -87.3% | -75.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling