-65.8%
ADGM vs VOO
+20.9%
-86.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.6% | +4.9% |
| 7D | +10.4% | +0.1% | +10.3% | +10.2% |
| 30D | -23.7% | +0.1% | -23.7% | -23.8% |
| 3M | -24.8% | +2.0% | -26.8% | -25.9% |
| 6M | -43.6% | +13.0% | -56.6% | -50.0% |
| YTD | -45.8% | +13.6% | -59.4% | -51.6% |
| 1Y | -65.8% | +20.1% | -85.9% | -68.6% |
| All | -65.8% | +20.9% | -86.7% | -68.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling