+26.6%
AMBQ vs VOO
+20.8%
+5.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.7% | -1.9% |
| 7D | +38.5% | +3.3% | +35.2% | +26.1% |
| 30D | -12.7% | -2.7% | -10.0% | -2.2% |
| 3M | -25.6% | -1.7% | -23.9% | -19.2% |
| 6M | -26.5% | +3.1% | -29.6% | -29.3% |
| YTD | +71.2% | +11.9% | +59.2% | +32.2% |
| 1Y | +73.9% | +12.1% | +61.8% | +35.4% |
| All | +26.6% | +20.8% | +5.8% | -28.5% |
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