+35.9%
AMSC vs VOO
+67.5%
-31.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -4.4% | -4.3% | +1.1% |
| 7D | -14.5% | -4.7% | -9.8% | -4.8% |
| 30D | -24.7% | -5.9% | -18.8% | -13.3% |
| 3M | -27.2% | -4.5% | -22.7% | -18.8% |
| 6M | -56.4% | +1.9% | -58.3% | -56.8% |
| YTD | -16.7% | +8.4% | -25.1% | -26.5% |
| 1Y | -59.6% | +9.5% | -69.1% | -64.6% |
| 3Y | +209.4% | +75.3% | +134.1% | +21.8% |
| 5Y | +35.9% | +67.9% | -32.0% | -40.2% |
| All | +35.9% | +67.5% | -31.7% | -40.2% |
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