+54.7%
AMBQ vs VOO
+21.8%
+32.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.3% | +5.5% |
| 7D | +6.6% | +0.5% | +6.0% | +4.5% |
| 30D | -11.7% | -0.9% | -10.7% | -9.1% |
| 3M | -24.7% | +3.9% | -28.6% | -32.2% |
| 6M | +110.0% | +14.5% | +95.5% | +48.3% |
| YTD | +109.2% | +13.0% | +96.2% | +52.6% |
| 1Y | +79.4% | +19.4% | +59.9% | +4.4% |
| All | +54.7% | +21.8% | +32.9% | -17.4% |
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