-31.4%
AMSF vs VOO
+314.4%
-345.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.2% | -3.7% |
| 7D | -5.1% | -0.9% | -4.2% | -4.7% |
| 30D | -22.6% | -2.3% | -20.3% | -21.6% |
| 3M | -29.9% | -1.2% | -28.8% | -29.5% |
| 6M | -34.3% | +3.3% | -37.6% | -35.9% |
| YTD | -47.6% | +12.3% | -59.9% | -51.6% |
| 1Y | -49.1% | +12.5% | -61.6% | -53.2% |
| 3Y | -50.2% | +79.2% | -129.3% | -66.8% |
| 5Y | -50.1% | +75.7% | -125.8% | -66.7% |
| 10Y | -31.4% | +313.7% | -345.0% | -78.1% |
| All | -31.4% | +314.4% | -345.8% | -78.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling