-49.2%
AMSF vs VOO
+79.1%
-128.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -5.0% | +3.3% | -8.2% | -5.6% |
| 30D | -21.6% | -2.7% | -18.9% | -21.2% |
| 3M | -29.5% | -1.7% | -27.8% | -29.3% |
| 6M | -34.3% | +3.1% | -37.5% | -34.9% |
| YTD | -47.5% | +11.9% | -59.5% | -49.2% |
| 1Y | -49.3% | +12.1% | -61.3% | -50.9% |
| All | -49.2% | +79.1% | -128.4% | -58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling