+57.0%
AMPL vs VOO
+11.8%
+45.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.1% |
| 7D | +7.6% | +3.3% | +4.4% | +4.0% |
| 30D | +11.0% | -2.7% | +13.7% | +14.3% |
| 3M | +40.0% | -1.7% | +41.7% | +42.8% |
| 6M | +180.4% | +3.1% | +177.3% | +173.2% |
| YTD | +49.7% | +11.9% | +37.7% | +39.5% |
| 1Y | +57.0% | +12.1% | +44.9% | +46.6% |
| All | +57.0% | +11.8% | +45.2% | +46.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling