-90.1%
AMDD vs VOO
+28.5%
-118.6%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.4% | +9.2% | +7.9% |
| 7D | -18.7% | +2.6% | -21.3% | -12.3% |
| 30D | -4.0% | -2.0% | -2.0% | -5.4% |
| 3M | -21.6% | -2.8% | -18.9% | -23.7% |
| 6M | -36.9% | +2.2% | -39.1% | -27.9% |
| YTD | -74.7% | +11.5% | -86.3% | -63.8% |
| 1Y | -71.2% | +13.5% | -84.7% | -56.9% |
| All | -90.1% | +28.5% | -118.6% | -76.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling