+247.2%
AMDW vs VOO
+20.3%
+226.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.4% | +2.3% | +14.1% | +7.1% |
| 7D | +10.8% | +0.1% | +10.7% | +13.6% |
| 30D | -20.8% | -3.3% | -17.5% | -5.9% |
| 3M | +3.0% | -2.4% | +5.4% | +18.4% |
| 6M | +8.4% | +2.6% | +5.8% | +8.2% |
| YTD | +158.6% | +11.3% | +147.3% | +110.5% |
| 1Y | +129.6% | +13.4% | +116.1% | +77.4% |
| All | +247.2% | +20.3% | +226.9% | +147.2% |
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