-99.2%
AMST vs VOO
+154.1%
-253.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | +0.1% |
| 7D | -7.7% | +0.1% | -7.8% | -7.7% |
| 30D | -40.0% | -3.3% | -36.7% | -38.4% |
| 3M | -50.0% | -2.4% | -47.6% | -49.0% |
| 6M | -40.3% | +2.6% | -42.9% | -41.6% |
| YTD | -72.2% | +11.3% | -83.5% | -74.7% |
| 1Y | -82.1% | +13.4% | -95.6% | -84.0% |
| 3Y | -76.5% | +80.3% | -156.8% | -85.8% |
| 5Y | -97.1% | +72.7% | -169.8% | -98.2% |
| All | -99.2% | +154.1% | -253.2% | -99.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling