-80.8%
AMPL vs VOO
+67.5%
-148.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.4% | -2.0% | +1.3% |
| 7D | -5.8% | -4.7% | -1.1% | +2.4% |
| 30D | +8.9% | -5.9% | +14.8% | +21.1% |
| 3M | +60.8% | -4.5% | +65.3% | +74.4% |
| 6M | +102.5% | +1.9% | +100.7% | +94.8% |
| YTD | +39.0% | +8.4% | +30.6% | +19.5% |
| 1Y | +67.0% | +9.5% | +57.6% | +40.8% |
| 3Y | +49.8% | +75.3% | -25.5% | -48.1% |
| 5Y | -80.8% | +67.9% | -148.6% | -90.5% |
| All | -80.8% | +67.5% | -148.3% | -90.5% |
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 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