+73.7%
AMBQ vs VOO
+18.2%
+55.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.8% | +3.9% | +2.1% |
| 7D | +10.6% | -0.8% | +11.3% | +13.1% |
| 30D | -3.2% | -1.1% | -2.1% | 0.0% |
| 3M | -23.8% | +3.9% | -27.7% | -31.1% |
| 6M | +102.6% | +13.6% | +89.0% | +50.1% |
| YTD | +122.9% | +12.7% | +110.2% | +67.6% |
| 1Y | +73.7% | +17.6% | +56.1% | +16.1% |
| All | +73.7% | +18.2% | +55.5% | +16.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling