-57.8%
AMA vs VOO
+1.5%
-59.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.3% | +8.5% | +6.9% |
| 7D | -29.3% | -2.7% | -26.6% | -13.6% |
| 30D | -61.9% | -5.4% | -56.6% | -42.4% |
| 3M | -65.4% | -4.1% | -61.3% | -52.8% |
| 6M | -57.8% | +0.7% | -58.6% | -55.4% |
| All | -57.8% | +1.5% | -59.3% | -55.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling