+245.8%
AMDY vs VOO
+78.4%
+167.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.3% | +5.8% | +4.4% |
| 7D | +12.0% | -0.9% | +13.0% | +16.0% |
| 30D | -5.6% | -2.3% | -3.2% | +1.2% |
| 3M | +15.2% | -1.2% | +16.4% | +20.8% |
| 6M | +16.9% | +3.3% | +13.5% | +14.6% |
| YTD | +114.4% | +12.3% | +102.1% | +83.7% |
| 1Y | +96.5% | +12.5% | +84.0% | +68.4% |
| 3Y | +224.4% | +79.2% | +145.2% | +28.2% |
| All | +245.8% | +78.4% | +167.5% | +38.1% |
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