-29.5%
AMBP vs VOO
+82.3%
-111.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.1% |
| 7D | -2.6% | +0.5% | -3.1% | -3.0% |
| 30D | -2.2% | -0.9% | -1.2% | -1.3% |
| 3M | +28.6% | +3.9% | +24.7% | +24.2% |
| 6M | +14.5% | +14.5% | -0.1% | +1.3% |
| YTD | +26.2% | +13.0% | +13.2% | +12.9% |
| 1Y | +45.7% | +19.4% | +26.3% | +23.5% |
| 3Y | +97.0% | +78.9% | +18.1% | +9.8% |
| 5Y | -29.5% | +82.3% | -111.7% | -61.9% |
| All | -29.5% | +82.3% | -111.8% | -61.9% |
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