+286.0%
AMDW vs VOO
+18.9%
+267.1%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +5.3% |
| 7D | +16.8% | -0.4% | +17.1% | +17.8% |
| 30D | +12.3% | -1.4% | +13.7% | +17.8% |
| 3M | +9.6% | +3.7% | +5.8% | -2.6% |
| 6M | +196.0% | +13.0% | +183.0% | +111.4% |
| YTD | +172.5% | +12.4% | +160.0% | +99.5% |
| 1Y | +286.0% | +18.6% | +267.4% | +167.8% |
| All | +286.0% | +18.9% | +267.1% | +167.8% |
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