-77.5%
AMPL vs VOO
+72.8%
-150.2%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.2% |
| 7D | -0.1% | -0.6% | +0.5% | +1.0% |
| 30D | +7.4% | -3.6% | +11.0% | +14.7% |
| 3M | +38.1% | -2.7% | +40.8% | +45.0% |
| 6M | +163.4% | +2.2% | +161.1% | +152.0% |
| YTD | +45.3% | +10.9% | +34.4% | +20.1% |
| 1Y | +56.8% | +11.3% | +45.5% | +28.5% |
| 3Y | +63.9% | +76.9% | -13.0% | -43.7% |
| 5Y | -77.5% | +73.5% | -151.0% | -89.6% |
| All | -77.5% | +72.8% | -150.2% | -89.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling