-28.6%
AMBP vs VOO
+86.3%
-114.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.1% |
| 7D | -1.4% | -0.8% | -0.6% | -0.7% |
| 30D | -2.4% | -1.1% | -1.3% | -1.4% |
| 3M | +21.7% | +3.9% | +17.8% | +17.5% |
| 6M | +19.5% | +13.6% | +5.8% | +6.4% |
| YTD | +26.5% | +12.7% | +13.8% | +13.3% |
| 1Y | +44.8% | +17.6% | +27.3% | +24.5% |
| 3Y | +93.4% | +77.3% | +16.1% | +8.6% |
| 5Y | -27.5% | +84.1% | -111.6% | -61.3% |
| All | -28.6% | +86.3% | -114.9% | -62.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling