+54.2%
AMSC vs VOO
+72.6%
-18.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.3% | -2.8% |
| 7D | +3.2% | +2.6% | +0.6% | -2.3% |
| 30D | -5.9% | -2.0% | -3.9% | -1.1% |
| 3M | -23.4% | -2.8% | -20.7% | -17.7% |
| 6M | -56.7% | +2.2% | -58.9% | -57.5% |
| YTD | -16.2% | +11.5% | -27.7% | -30.4% |
| 1Y | -28.2% | +13.5% | -41.7% | -42.4% |
| 3Y | +193.6% | +78.1% | +115.5% | +11.5% |
| All | +54.2% | +72.6% | -18.4% | -36.0% |
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