+31.6%
ADAM vs VOO
+314.0%
-282.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | +0.1% |
| 7D | +1.0% | +0.5% | +0.5% | +0.5% |
| 30D | -1.1% | -0.9% | -0.2% | -0.2% |
| 3M | +12.4% | +3.9% | +8.5% | +8.1% |
| 6M | +29.4% | +14.5% | +14.9% | +13.3% |
| YTD | +41.7% | +13.0% | +28.7% | +25.7% |
| 1Y | +50.9% | +19.4% | +31.5% | +26.4% |
| 3Y | +52.7% | +78.9% | -26.2% | -14.8% |
| 5Y | +5.8% | +82.3% | -76.5% | -42.1% |
| 10Y | +31.6% | +314.2% | -282.6% | -63.1% |
| All | +31.6% | +314.0% | -282.4% | -63.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling