+106.3%
AMDG vs VOO
+14.7%
+91.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | -9.2% |
| 7D | -30.7% | -0.7% | -30.0% | -25.5% |
| 30D | -44.1% | -1.1% | -43.0% | -36.8% |
| 3M | -25.3% | -0.3% | -25.0% | -18.9% |
| 6M | +43.9% | +7.4% | +36.5% | +16.3% |
| YTD | +200.8% | +13.4% | +187.5% | +101.6% |
| 1Y | +106.3% | +14.8% | +91.5% | +31.6% |
| All | +106.3% | +14.7% | +91.7% | +31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling