+4.6%
ADAM vs VOO
+75.5%
-70.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.3% | -4.2% | -4.2% |
| 7D | -13.0% | -2.7% | -10.3% | -10.5% |
| 30D | -24.0% | -5.4% | -18.7% | -19.7% |
| 3M | -38.2% | -4.1% | -34.1% | -35.5% |
| 6M | -31.2% | +0.7% | -32.0% | -31.5% |
| YTD | -14.1% | +8.7% | -22.8% | -20.3% |
| 1Y | -6.1% | +11.0% | -17.1% | -14.5% |
| 3Y | +4.6% | +75.5% | -70.9% | -52.3% |
| All | +4.6% | +75.5% | -70.9% | -52.3% |
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