+69.0%
AMPL vs VOO
+78.4%
-9.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.4% | +0.3% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | +10.5% | -3.3% | +13.8% | +16.2% |
| 3M | +53.8% | -2.4% | +56.2% | +59.6% |
| 6M | +171.0% | +2.6% | +168.4% | +160.4% |
| YTD | +49.6% | +11.3% | +38.3% | +27.5% |
| 1Y | +73.0% | +13.4% | +59.6% | +43.1% |
| 3Y | +69.0% | +80.3% | -11.3% | -33.0% |
| All | +69.0% | +78.4% | -9.4% | -33.0% |
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