-93.8%
ADGM vs VOO
+41.8%
-135.6%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.1% | -3.9% |
| 7D | -0.5% | -0.8% | +0.2% | 0.0% |
| 30D | -18.7% | -1.1% | -17.6% | -18.1% |
| 3M | -27.3% | +3.9% | -31.2% | -28.4% |
| 6M | -42.8% | +13.6% | -56.4% | -46.0% |
| YTD | -46.1% | +12.7% | -58.8% | -48.9% |
| 1Y | -66.2% | +17.6% | -83.8% | -68.6% |
| All | -93.8% | +41.8% | -135.6% | -96.1% |
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