-99.2%
AMST vs VOO
+154.6%
-253.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.5% |
| 7D | -7.8% | +2.6% | -10.3% | -9.6% |
| 30D | -43.7% | -2.0% | -41.7% | -42.8% |
| 3M | -55.6% | -2.8% | -52.8% | -54.6% |
| 6M | -42.8% | +2.2% | -45.0% | -43.9% |
| YTD | -74.9% | +11.5% | -86.4% | -77.1% |
| 1Y | -82.7% | +13.5% | -96.2% | -84.4% |
| 3Y | -76.8% | +78.1% | -154.9% | -85.8% |
| 5Y | -97.2% | +73.1% | -170.3% | -98.2% |
| All | -99.2% | +154.6% | -253.9% | -99.6% |
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