-96.9%
AMBO vs VOO
+213.8%
-310.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.3% | -10.1% | -8.9% |
| 7D | -19.3% | -0.9% | -18.3% | -19.2% |
| 30D | -29.3% | -2.3% | -27.0% | -29.2% |
| 3M | -33.7% | -1.2% | -32.5% | -33.6% |
| 6M | -38.4% | +3.3% | -41.7% | -38.5% |
| YTD | -52.9% | +12.3% | -65.2% | -53.4% |
| 1Y | -67.0% | +12.5% | -79.5% | -67.3% |
| 3Y | 0.0% | +79.2% | -79.2% | -8.3% |
| 5Y | -89.8% | +75.7% | -165.4% | -90.8% |
| All | -96.9% | +213.8% | -310.6% | -97.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling