-35.6%
AMA vs VOO
+6.9%
-42.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.6% | -8.7% | -17.5% |
| 7D | -22.8% | -0.7% | -22.1% | -18.7% |
| 30D | -55.8% | -1.1% | -54.8% | -51.6% |
| 3M | -59.4% | -0.3% | -59.0% | -57.9% |
| 6M | -36.5% | +7.4% | -43.8% | -59.3% |
| All | -35.6% | +6.9% | -42.5% | -57.6% |
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