-69.5%
AMPL vs VOO
+79.4%
-148.9%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.2% |
| 7D | -2.2% | -2.7% | +0.5% | +2.6% |
| 30D | +13.1% | -5.4% | +18.5% | +24.7% |
| 3M | +55.1% | -4.1% | +59.1% | +66.8% |
| 6M | +122.1% | +0.7% | +121.3% | +118.4% |
| YTD | +44.2% | +8.7% | +35.5% | +23.3% |
| 1Y | +68.5% | +11.0% | +57.6% | +38.7% |
| 3Y | +59.5% | +75.5% | -16.0% | -44.7% |
| 5Y | -80.0% | +68.4% | -148.4% | -90.4% |
| All | -69.5% | +79.4% | -148.9% | -86.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling