-89.6%
AMDD vs VOO
+27.8%
-117.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -2.0% |
| 7D | -11.4% | -0.6% | -10.8% | -10.7% |
| 30D | +7.4% | -3.6% | +11.0% | +1.2% |
| 3M | -19.8% | -2.7% | -17.0% | -22.1% |
| 6M | -32.0% | +2.2% | -34.3% | -22.5% |
| YTD | -73.4% | +10.9% | -84.3% | -62.5% |
| 1Y | -70.5% | +11.3% | -81.9% | -57.8% |
| All | -89.6% | +27.8% | -117.3% | -75.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling