-88.1%
AMDD vs VOO
+30.1%
-118.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.3% | -7.2% |
| 7D | -9.4% | +0.5% | -10.0% | -8.4% |
| 30D | -5.7% | -0.9% | -4.7% | -7.9% |
| 3M | -13.3% | +3.9% | -17.1% | -2.0% |
| 6M | -70.6% | +14.5% | -85.2% | -57.6% |
| YTD | -69.6% | +13.0% | -82.5% | -56.9% |
| 1Y | -81.1% | +19.4% | -100.5% | -69.4% |
| All | -88.1% | +30.1% | -118.2% | -72.0% |
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