+128.3%
AMDG vs VOO
+12.0%
+116.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +5.1% |
| 7D | +5.7% | -0.6% | +6.3% | +20.5% |
| 30D | -36.8% | -3.6% | -33.1% | -6.3% |
| 3M | -1.2% | -2.7% | +1.5% | +39.0% |
| 6M | -12.1% | +2.2% | -14.3% | +2.2% |
| YTD | +212.9% | +10.9% | +202.0% | +171.1% |
| 1Y | +128.3% | +11.3% | +117.0% | +96.9% |
| All | +128.3% | +12.0% | +116.3% | +96.9% |
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