-88.5%
AMBO vs VOO
+67.9%
-156.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -2.6% | -2.7% | +0.1% | -2.1% |
| 30D | -19.6% | -5.4% | -14.2% | -18.8% |
| 3M | -27.8% | -4.1% | -23.7% | -27.3% |
| 6M | -31.5% | +0.7% | -32.2% | -31.5% |
| YTD | -46.4% | +8.7% | -55.1% | -47.1% |
| 1Y | -61.5% | +11.0% | -72.4% | -62.1% |
| 3Y | -7.5% | +75.5% | -83.0% | -26.0% |
| All | -88.5% | +67.9% | -156.4% | -90.4% |
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 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 · 6 months rolling