+4.2%
AMBO vs VOO
+77.8%
-73.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.9% | -5.4% |
| 7D | -6.1% | +0.1% | -6.2% | -6.1% |
| 30D | 0.0% | +0.1% | -0.1% | +0.1% |
| 3M | -21.7% | +2.0% | -23.7% | -20.7% |
| 6M | +30.9% | +13.0% | +17.9% | +39.0% |
| YTD | -27.9% | +13.6% | -41.5% | -23.3% |
| 1Y | -39.7% | +20.1% | -59.8% | -32.8% |
| All | +4.2% | +77.8% | -73.6% | +45.8% |
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 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