+201.8%
AMSC vs VOO
+75.5%
+126.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -3.3% |
| 7D | -13.5% | -2.7% | -10.8% | -7.2% |
| 30D | -26.3% | -5.4% | -20.9% | -14.1% |
| 3M | -28.9% | -4.1% | -24.8% | -20.1% |
| 6M | -59.0% | +0.7% | -59.8% | -58.7% |
| YTD | -18.7% | +8.7% | -27.5% | -31.3% |
| 1Y | -36.0% | +11.0% | -47.0% | -48.6% |
| 3Y | +201.8% | +75.5% | +126.3% | +0.1% |
| All | +201.8% | +75.5% | +126.3% | +0.1% |
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 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