-18.7%
AMRZ vs VOO
+29.5%
-48.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.0% | -2.3% |
| 7D | -5.5% | -0.9% | -4.6% | -4.5% |
| 30D | +15.6% | -2.3% | +18.0% | +18.8% |
| 3M | -12.1% | -1.2% | -10.9% | -11.0% |
| 6M | -19.4% | +3.3% | -22.8% | -23.0% |
| YTD | -21.9% | +12.3% | -34.2% | -33.3% |
| 1Y | -15.0% | +12.5% | -27.5% | -27.7% |
| All | -18.7% | +29.5% | -48.2% | -36.3% |
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