-27.6%
AMBP vs VOO
+87.8%
-115.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.4% |
| 7D | -2.5% | +0.1% | -2.6% | -2.6% |
| 30D | -1.6% | +0.1% | -1.6% | -1.6% |
| 3M | +29.1% | +2.0% | +27.1% | +26.6% |
| 6M | +11.4% | +13.0% | -1.6% | -0.3% |
| YTD | +28.2% | +13.6% | +14.7% | +14.1% |
| 1Y | +48.1% | +20.1% | +28.0% | +24.9% |
| 3Y | +88.5% | +77.6% | +11.0% | +5.9% |
| 5Y | -31.1% | +82.4% | -113.5% | -62.6% |
| All | -27.6% | +87.8% | -115.4% | -61.8% |
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