+12.8%
ADAMG vs VOO
+31.4%
-18.6%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.1% |
| 7D | -1.2% | -0.9% | -0.3% | -1.1% |
| 30D | -0.8% | -2.3% | +1.5% | -0.5% |
| 3M | -1.2% | -1.2% | -0.1% | -1.1% |
| 6M | -0.3% | +3.3% | -3.7% | -0.9% |
| YTD | +3.0% | +12.3% | -9.3% | +0.9% |
| 1Y | +5.2% | +12.5% | -7.3% | +3.1% |
| All | +12.8% | +31.4% | -18.6% | +5.0% |
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