+129.9%
ADAG vs VOO
+75.9%
+53.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -10.3% | -2.0% | -8.3% | -9.9% |
| 30D | -14.9% | -1.7% | -13.2% | -14.6% |
| 3M | -0.3% | +4.7% | -5.0% | -1.3% |
| 6M | +13.0% | +12.6% | +0.4% | +10.6% |
| YTD | +75.1% | +11.8% | +63.4% | +71.7% |
| 1Y | +38.5% | +17.5% | +21.0% | +35.6% |
| All | +129.9% | +75.9% | +53.9% | +179.4% |
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