+995.2%
AMGN vs VOO
+812.0%
+183.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -0.6% | -9.5% | -9.7% |
| 7D | -10.3% | +0.5% | -10.8% | -10.6% |
| 30D | -3.8% | -0.9% | -2.8% | -3.1% |
| 3M | +14.4% | +3.9% | +10.5% | +11.1% |
| 6M | +7.8% | +14.5% | -6.7% | -2.9% |
| YTD | +22.6% | +13.0% | +9.6% | +11.5% |
| 1Y | +44.2% | +19.4% | +24.8% | +25.8% |
| 3Y | +65.8% | +78.9% | -13.1% | +4.5% |
| 5Y | +108.0% | +82.3% | +25.7% | +25.9% |
| 10Y | +209.9% | +314.2% | -104.3% | -13.2% |
| All | +995.2% | +812.0% | +183.2% | +71.9% |
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 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