+209.4%
AMSC vs VOO
+75.0%
+134.4%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -4.4% | -4.3% | +3.1% |
| 7D | -14.5% | -4.7% | -9.8% | -2.8% |
| 30D | -24.7% | -5.9% | -18.8% | -10.9% |
| 3M | -27.2% | -4.5% | -22.7% | -17.2% |
| 6M | -56.4% | +1.9% | -58.3% | -57.2% |
| YTD | -16.7% | +8.4% | -25.1% | -29.0% |
| 1Y | -59.6% | +9.5% | -69.1% | -65.9% |
| All | +209.4% | +75.0% | +134.4% | +3.5% |
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 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