-2.3%
ADAM vs VOO
+78.5%
-80.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.3% |
| 7D | -7.7% | +2.6% | -10.3% | -10.0% |
| 30D | -30.0% | -2.0% | -28.0% | -28.5% |
| 3M | -46.2% | -2.8% | -43.4% | -44.6% |
| 6M | -37.3% | +2.2% | -39.5% | -38.5% |
| YTD | -20.7% | +11.5% | -32.3% | -28.3% |
| 1Y | -15.6% | +13.5% | -29.1% | -24.8% |
| 3Y | -2.3% | +78.1% | -80.4% | -56.9% |
| All | -2.3% | +78.5% | -80.8% | -56.9% |
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