-96.4%
AMBO vs VOO
+210.8%
-307.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.2% |
| 7D | +9.6% | +0.1% | +9.6% | +9.7% |
| 30D | -20.0% | -3.3% | -16.7% | -19.8% |
| 3M | -17.8% | -2.4% | -15.4% | -17.6% |
| 6M | -33.6% | +2.6% | -36.2% | -33.7% |
| YTD | -46.4% | +11.3% | -57.7% | -46.9% |
| 1Y | -57.1% | +13.4% | -70.5% | -57.5% |
| 3Y | +8.8% | +80.3% | -71.5% | -0.5% |
| 5Y | -88.9% | +72.7% | -161.6% | -89.9% |
| All | -96.4% | +210.8% | -307.3% | -97.0% |
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