-91.9%
AMSC vs VOO
+775.2%
-867.1%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -4.4% | -4.3% | -1.7% |
| 7D | -14.5% | -4.7% | -9.8% | -7.5% |
| 30D | -24.7% | -5.9% | -18.8% | -16.5% |
| 3M | -27.2% | -4.5% | -22.7% | -21.1% |
| 6M | -56.4% | +1.9% | -58.3% | -56.5% |
| YTD | -16.7% | +8.4% | -25.1% | -23.4% |
| 1Y | -59.6% | +9.5% | -69.1% | -63.0% |
| 3Y | +209.4% | +75.3% | +134.1% | +56.2% |
| 5Y | +35.9% | +67.9% | -32.0% | -22.3% |
| 10Y | +236.8% | +314.4% | -77.6% | -40.2% |
| All | -91.9% | +775.2% | -867.1% | -99.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling