-10.2%
AMBO vs VOO
+78.5%
-88.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | -0.2% |
| 7D | -10.8% | +2.6% | -13.4% | -9.7% |
| 30D | -26.3% | -2.0% | -24.4% | -27.1% |
| 3M | -37.7% | -2.8% | -35.0% | -38.7% |
| 6M | -49.2% | +2.2% | -51.4% | -48.4% |
| YTD | -52.2% | +11.5% | -63.7% | -49.4% |
| 1Y | -66.7% | +13.5% | -80.2% | -64.2% |
| 3Y | -10.2% | +78.1% | -88.3% | +82.9% |
| All | -10.2% | +78.5% | -88.7% | +82.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling