+528.2%
AMDG vs VOO
+28.6%
+499.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -0.4% | +9.9% | +11.4% |
| 7D | +4.6% | +0.1% | +4.5% | +3.6% |
| 30D | -5.2% | +0.1% | -5.3% | -6.0% |
| 3M | -30.3% | +2.0% | -32.3% | -30.6% |
| 6M | +301.5% | +13.0% | +288.5% | +173.0% |
| YTD | +218.9% | +13.6% | +205.3% | +118.4% |
| 1Y | +369.0% | +20.1% | +348.9% | +171.9% |
| All | +528.2% | +28.6% | +499.6% | +175.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling