+6.4%
ADAM vs VOO
+82.6%
-76.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +3.3% | +0.1% | +3.2% | +3.2% |
| 3M | +10.5% | +2.0% | +8.5% | +8.1% |
| 6M | +25.6% | +13.0% | +12.5% | +10.8% |
| YTD | +42.2% | +13.6% | +28.7% | +24.8% |
| 1Y | +50.1% | +20.1% | +30.0% | +24.0% |
| 3Y | +47.5% | +77.6% | -30.0% | -20.5% |
| All | +6.4% | +82.6% | -76.1% | -46.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling