-24.3%
AMSF vs VOO
+317.9%
-342.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | -1.2% |
| 7D | -5.2% | +0.1% | -5.2% | -5.4% |
| 30D | -19.6% | -3.3% | -16.3% | -18.0% |
| 3M | -31.4% | -2.4% | -29.0% | -30.5% |
| 6M | -33.4% | +2.6% | -36.0% | -34.8% |
| YTD | -46.7% | +11.3% | -58.0% | -50.5% |
| 1Y | -47.6% | +13.4% | -61.0% | -52.0% |
| 3Y | -49.3% | +80.3% | -129.6% | -66.4% |
| 5Y | -49.9% | +72.7% | -122.6% | -66.2% |
| 10Y | -24.3% | +310.0% | -334.3% | -74.7% |
| All | -24.3% | +317.9% | -342.2% | -74.7% |
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