+36.2%
VOO vs ADVB
-88.8%
+124.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.8% | +3.2% | -0.5% |
| 7D | +0.5% | -14.0% | +14.5% | +0.6% |
| 30D | -0.9% | +41.0% | -41.9% | -1.1% |
| 3M | +3.9% | +127.9% | -124.0% | +2.4% |
| 6M | +14.5% | +101.3% | -86.8% | +12.3% |
| YTD | +13.0% | +53.8% | -40.8% | +11.3% |
| 1Y | +19.4% | +4.4% | +15.0% | +18.0% |
| All | +36.2% | -88.8% | +124.9% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 10y: compounded portfolio wealth divided by compounded ADVB 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…
10y analysis · Full analysis span regression · 6 months rolling