-7.7%
AMAU vs VOO
+4.0%
-11.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -0.6% | +8.3% | +11.5% |
| 7D | +13.5% | +0.5% | +12.9% | +7.8% |
| 30D | -25.1% | -0.9% | -24.1% | -21.1% |
| 3M | -23.9% | +3.9% | -27.8% | -39.6% |
| All | -7.7% | +4.0% | -11.7% | -22.8% |
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 · Available span rolling