+172.4%
AMSF vs VOO
+803.9%
-631.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -5.0% | +3.3% | -8.2% | -7.0% |
| 30D | -21.6% | -2.7% | -18.9% | -20.3% |
| 3M | -29.5% | -1.7% | -27.8% | -28.8% |
| 6M | -34.3% | +3.1% | -37.5% | -36.1% |
| YTD | -47.5% | +11.9% | -59.5% | -51.8% |
| 1Y | -49.3% | +12.1% | -61.3% | -53.5% |
| 3Y | -50.1% | +78.6% | -128.7% | -67.7% |
| 5Y | -50.0% | +73.8% | -123.8% | -67.4% |
| 10Y | -31.3% | +312.3% | -343.6% | -78.0% |
| All | +172.4% | +803.9% | -631.5% | -57.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling