+216.4%
AMDY vs VOO
+79.4%
+137.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.6% | +6.2% |
| 7D | +8.6% | +0.5% | +8.1% | +7.3% |
| 30D | +3.6% | -0.9% | +4.6% | +5.4% |
| 3M | +1.8% | +3.9% | -2.1% | -4.3% |
| 6M | +126.1% | +14.5% | +111.5% | +81.3% |
| YTD | +96.2% | +13.0% | +83.2% | +61.9% |
| 1Y | +167.3% | +19.4% | +147.9% | +102.4% |
| All | +216.4% | +79.4% | +137.0% | +21.8% |
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