+83.1%
AMPG vs VOO
+77.4%
+5.7%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -1.2% |
| 7D | +2.7% | -0.8% | +3.4% | +4.0% |
| 30D | -46.0% | -1.1% | -45.0% | -44.8% |
| 3M | -60.1% | +3.9% | -64.0% | -62.7% |
| 6M | +32.6% | +13.6% | +18.9% | +8.0% |
| YTD | +15.7% | +12.7% | +3.0% | -3.7% |
| 1Y | -9.4% | +17.6% | -27.0% | -28.5% |
| 3Y | +83.1% | +77.3% | +5.7% | +7.2% |
| All | +83.1% | +77.4% | +5.7% | +7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling