+83.7%
VOO vs ADI
+134.0%
-50.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | -0.4% | +2.6% | -3.0% | -1.3% |
| 30D | -1.4% | -4.6% | +3.2% | +0.2% |
| 3M | +3.7% | -9.5% | +13.2% | +6.7% |
| 6M | +13.0% | +14.8% | -1.8% | +5.4% |
| YTD | +12.4% | +35.8% | -23.4% | -2.2% |
| 1Y | +18.6% | +48.9% | -30.3% | -0.9% |
| 3Y | +78.1% | +115.6% | -37.5% | +21.3% |
| All | +83.7% | +134.0% | -50.3% | +14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling