+260.3%
AMSF vs VOO
+817.1%
-556.8%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -12.9% | +0.1% | -13.0% | -13.0% |
| 3M | -14.5% | +2.0% | -16.5% | -15.9% |
| 6M | -25.2% | +13.0% | -38.3% | -31.6% |
| YTD | -30.6% | +13.6% | -44.2% | -36.8% |
| 1Y | -41.0% | +20.1% | -61.1% | -48.4% |
| 3Y | -36.1% | +77.6% | -113.6% | -58.3% |
| 5Y | -29.7% | +82.4% | -112.1% | -55.7% |
| 10Y | -6.4% | +316.8% | -323.2% | -70.1% |
| All | +260.3% | +817.1% | -556.8% | -43.5% |
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