-87.2%
ADVB vs VOO
+36.3%
-123.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -3.8% | +0.1% | -3.9% | -3.8% |
| 30D | +17.6% | +0.1% | +17.5% | +17.5% |
| 3M | +119.1% | +2.0% | +117.1% | +117.3% |
| 6M | +103.4% | +13.0% | +90.3% | +86.2% |
| YTD | +59.8% | +13.6% | +46.3% | +45.1% |
| 1Y | +8.5% | +20.1% | -11.5% | -8.3% |
| All | -87.2% | +36.3% | -123.5% | -91.1% |
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