+183.1%
AMUU vs VOO
+13.0%
+170.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.1% | +1.3% | +12.9% | +5.2% |
| 7D | +18.5% | -0.9% | +19.4% | +39.3% |
| 30D | -24.1% | -2.3% | -21.7% | +3.2% |
| 3M | +11.8% | -1.2% | +13.0% | +42.0% |
| 6M | +0.7% | +3.3% | -2.7% | +8.9% |
| YTD | +267.2% | +12.3% | +254.8% | +192.1% |
| 1Y | +183.1% | +12.5% | +170.6% | +127.0% |
| All | +183.1% | +13.0% | +170.1% | +127.0% |
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