-96.8%
AMBO vs VOO
+211.5%
-308.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -10.8% | +2.6% | -13.4% | -11.0% |
| 30D | -26.3% | -2.0% | -24.4% | -26.2% |
| 3M | -37.7% | -2.8% | -35.0% | -37.6% |
| 6M | -49.2% | +2.2% | -51.4% | -49.3% |
| YTD | -52.2% | +11.5% | -63.7% | -52.6% |
| 1Y | -66.7% | +13.5% | -80.2% | -67.1% |
| 3Y | -10.2% | +78.1% | -88.3% | -17.6% |
| 5Y | -89.5% | +73.1% | -162.7% | -90.5% |
| All | -96.8% | +211.5% | -308.3% | -97.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling