+46.9%
AMSC vs VOO
+72.0%
-25.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.3% | +5.9% | +3.1% |
| 7D | -3.9% | +0.1% | -4.0% | -4.0% |
| 30D | -17.0% | -3.3% | -13.7% | -9.9% |
| 3M | -22.7% | -2.4% | -20.3% | -17.7% |
| 6M | -54.1% | +2.6% | -56.7% | -55.3% |
| YTD | -12.0% | +11.3% | -23.3% | -26.6% |
| 1Y | -34.8% | +13.4% | -48.3% | -47.7% |
| 3Y | +218.2% | +80.3% | +137.9% | +18.0% |
| 5Y | +46.9% | +72.7% | -25.8% | -38.8% |
| All | +46.9% | +72.0% | -25.0% | -38.8% |
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