+227.3%
AMDW vs VOO
+22.8%
+204.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.2% | +7.3% |
| 7D | +3.1% | +0.1% | +3.0% | +2.5% |
| 30D | -1.5% | +0.1% | -1.5% | -2.0% |
| 3M | -12.5% | +2.0% | -14.5% | -16.3% |
| 6M | +168.7% | +13.0% | +155.7% | +94.5% |
| YTD | +146.5% | +13.6% | +132.9% | +76.7% |
| 1Y | +234.7% | +20.1% | +214.7% | +118.6% |
| All | +227.3% | +22.8% | +204.5% | +106.8% |
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 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