+78.8%
VOO vs ADI
+151.2%
-72.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.4% |
| 7D | +3.3% | +13.4% | -10.1% | -0.4% |
| 30D | -2.7% | -1.3% | -1.4% | -2.6% |
| 3M | -1.7% | +6.8% | -8.5% | -4.0% |
| 6M | +3.1% | -1.9% | +5.0% | +2.4% |
| YTD | +11.9% | +52.3% | -40.3% | -3.7% |
| 1Y | +12.1% | +71.6% | -59.6% | -7.3% |
| All | +78.8% | +151.2% | -72.4% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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