+47.6%
ADAMM vs VOO
+78.4%
-30.8%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | +0.4% |
| 7D | +2.0% | +0.1% | +1.9% | +2.0% |
| 30D | -2.0% | -3.3% | +1.3% | -1.6% |
| 3M | -1.3% | -2.4% | +1.1% | -1.1% |
| 6M | 0.0% | +2.6% | -2.6% | -0.3% |
| YTD | +6.5% | +11.3% | -4.8% | +5.1% |
| 1Y | +7.6% | +13.4% | -5.9% | +5.9% |
| 3Y | +47.6% | +80.3% | -32.7% | +43.9% |
| All | +47.6% | +78.4% | -30.8% | +43.9% |
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