-38.0%
AMA vs VOO
+5.1%
-43.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.4% | -5.9% | -3.8% |
| 7D | +21.6% | +2.6% | +19.0% | +5.6% |
| 30D | -36.5% | -2.0% | -34.5% | -21.8% |
| 3M | -59.1% | -2.8% | -56.3% | -46.7% |
| 6M | -50.1% | +2.2% | -52.2% | -52.4% |
| All | -38.0% | +5.1% | -43.1% | -51.9% |
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 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