+238.5%
AMSC vs VOO
+77.8%
+160.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.2% | +2.9% |
| 7D | +3.7% | +0.1% | +3.6% | +3.4% |
| 30D | -10.3% | +0.1% | -10.3% | -10.5% |
| 3M | -36.3% | +2.0% | -38.3% | -38.5% |
| 6M | -7.3% | +13.0% | -20.3% | -30.1% |
| YTD | +2.7% | +13.6% | -10.9% | -23.0% |
| 1Y | -39.1% | +20.1% | -59.2% | -59.1% |
| All | +238.5% | +77.8% | +160.7% | -2.1% |
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