-51.9%
AMSF vs VOO
+67.9%
-119.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.3% | -3.9% | -3.7% |
| 7D | -6.3% | -2.7% | -3.6% | -5.4% |
| 30D | -19.3% | -5.4% | -14.0% | -17.8% |
| 3M | -33.0% | -4.1% | -28.9% | -32.0% |
| 6M | -31.8% | +0.7% | -32.6% | -32.2% |
| YTD | -46.8% | +8.7% | -55.5% | -48.8% |
| 1Y | -47.1% | +11.0% | -58.1% | -49.6% |
| 3Y | -50.3% | +75.5% | -125.8% | -61.9% |
| All | -51.9% | +67.9% | -119.8% | -62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling