+82.3%
VOO vs ADM
+67.1%
+15.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -0.8% |
| 7D | -0.4% | +1.4% | -1.7% | -0.6% |
| 30D | -1.4% | +8.2% | -9.6% | -2.7% |
| 3M | +3.7% | +8.7% | -5.0% | +2.1% |
| 6M | +13.0% | +29.1% | -16.0% | +7.8% |
| YTD | +12.4% | +53.7% | -41.2% | +3.7% |
| 1Y | +18.6% | +43.2% | -24.6% | +10.6% |
| 3Y | +78.1% | +21.4% | +56.6% | +70.3% |
| 5Y | +82.3% | +67.1% | +15.2% | +56.9% |
| All | +82.3% | +67.1% | +15.1% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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