-35.3%
AMSF vs VOO
+77.8%
-113.1%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | -12.9% | +0.1% | -13.0% | -12.9% |
| 3M | -14.5% | +2.0% | -16.5% | -14.9% |
| 6M | -25.2% | +13.0% | -38.3% | -27.7% |
| YTD | -30.6% | +13.6% | -44.2% | -33.0% |
| 1Y | -41.0% | +20.1% | -61.1% | -44.2% |
| All | -35.3% | +77.8% | -113.1% | -47.3% |
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