-96.5%
ADVB vs VOO
+33.8%
-130.3%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.6% | -0.4% | -23.2% | -23.4% |
| 7D | +27.8% | +2.6% | +25.2% | +26.2% |
| 30D | -50.8% | -2.0% | -48.8% | -50.1% |
| 3M | -70.5% | -2.8% | -67.7% | -70.0% |
| 6M | -46.7% | +2.2% | -48.9% | -47.3% |
| YTD | -56.7% | +11.5% | -68.2% | -60.2% |
| 1Y | -71.8% | +13.5% | -85.3% | -74.5% |
| All | -96.5% | +33.8% | -130.3% | -97.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling