+249.2%
AMDW vs VOO
+22.1%
+227.1%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.6% | +7.3% | +8.7% |
| 7D | +12.0% | +0.5% | +11.4% | +9.3% |
| 30D | +4.7% | -0.9% | +5.6% | +7.9% |
| 3M | +2.1% | +3.9% | -1.8% | -9.2% |
| 6M | +204.1% | +14.5% | +189.5% | +110.9% |
| YTD | +163.0% | +13.0% | +150.0% | +92.2% |
| 1Y | +285.6% | +19.4% | +266.2% | +156.4% |
| All | +249.2% | +22.1% | +227.1% | +124.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling