-99.2%
AMST vs VOO
+153.2%
-252.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.3% | -9.0% | -9.1% |
| 7D | -16.9% | -0.6% | -16.3% | -16.5% |
| 30D | -45.7% | -3.6% | -42.0% | -44.0% |
| 3M | -52.4% | -2.7% | -49.7% | -51.3% |
| 6M | -45.9% | +2.2% | -48.2% | -46.9% |
| YTD | -74.8% | +10.9% | -85.7% | -77.0% |
| 1Y | -84.2% | +11.3% | -95.5% | -85.6% |
| 3Y | -77.9% | +76.9% | -154.8% | -86.4% |
| 5Y | -97.3% | +73.5% | -170.8% | -98.3% |
| All | -99.2% | +153.2% | -252.4% | -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