-20.3%
AMRZ vs VOO
+29.1%
-49.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.5% |
| 7D | -4.0% | +3.3% | -7.3% | -7.6% |
| 30D | +12.4% | -2.7% | +15.1% | +16.0% |
| 3M | -11.5% | -1.7% | -9.8% | -9.7% |
| 6M | -21.6% | +3.1% | -24.7% | -24.9% |
| YTD | -23.4% | +11.9% | -35.3% | -34.3% |
| 1Y | -17.2% | +12.1% | -29.2% | -29.2% |
| All | -20.3% | +29.1% | -49.4% | -37.2% |
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