-82.5%
AMST vs VOO
+12.4%
-94.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | +0.6% |
| 7D | -7.7% | +0.1% | -7.8% | -7.6% |
| 30D | -40.0% | -3.3% | -36.7% | -38.8% |
| 3M | -50.0% | -2.4% | -47.6% | -49.2% |
| 6M | -40.3% | +2.6% | -42.9% | -40.8% |
| YTD | -72.2% | +11.3% | -83.5% | -74.4% |
| All | -82.5% | +12.4% | -94.9% | -84.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling