-68.6%
AMPL vs VOO
+85.3%
-153.9%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.0% | 0.0% |
| 7D | +0.1% | -0.9% | +1.0% | +1.8% |
| 30D | +10.8% | -2.3% | +13.2% | +15.6% |
| 3M | +35.6% | -1.2% | +36.8% | +38.6% |
| 6M | +170.6% | +3.3% | +167.3% | +154.2% |
| YTD | +48.6% | +12.3% | +36.3% | +20.1% |
| 1Y | +53.9% | +12.5% | +41.4% | +23.8% |
| 3Y | +67.6% | +79.2% | -11.6% | -43.8% |
| 5Y | -77.2% | +75.7% | -152.9% | -89.8% |
| All | -68.6% | +85.3% | -153.9% | -86.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling