+207.9%
ADAM vs VOO
+817.1%
-609.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 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% | +8.6% |
| 6M | +25.6% | +13.0% | +12.5% | +13.6% |
| YTD | +42.2% | +13.6% | +28.7% | +28.1% |
| 1Y | +50.1% | +20.1% | +30.0% | +28.9% |
| 3Y | +47.5% | +77.6% | -30.0% | -8.1% |
| 5Y | +4.7% | +82.4% | -77.7% | -36.0% |
| 10Y | +35.4% | +316.8% | -281.4% | -48.4% |
| All | +207.9% | +817.1% | -609.2% | -6.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling