+251.6%
AMDW vs VOO
+20.8%
+230.8%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -1.7% |
| 7D | +12.5% | -2.0% | +14.5% | +20.7% |
| 30D | +6.9% | -1.7% | +8.6% | +13.2% |
| 3M | +11.8% | +4.7% | +7.0% | -3.4% |
| 6M | +183.7% | +12.6% | +171.1% | +108.5% |
| YTD | +161.9% | +11.8% | +150.2% | +98.6% |
| 1Y | +260.8% | +17.5% | +243.3% | +150.5% |
| All | +251.6% | +20.8% | +230.8% | +133.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling