+219.4%
AMDY vs VOO
+76.7%
+142.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +2.3% | +10.4% | +7.9% |
| 7D | +8.9% | +0.1% | +8.8% | +10.5% |
| 30D | -14.5% | -3.3% | -11.2% | -6.6% |
| 3M | +4.6% | -2.4% | +7.0% | +12.4% |
| 6M | +9.1% | +2.6% | +6.5% | +8.6% |
| YTD | +98.0% | +11.3% | +86.7% | +72.8% |
| 1Y | +84.7% | +13.4% | +71.3% | +56.3% |
| 3Y | +208.1% | +80.3% | +127.8% | +20.9% |
| All | +219.4% | +76.7% | +142.7% | +29.9% |
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