+1,216.3%
AMUU vs VOO
+42.6%
+1,173.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.6% | +12.3% | +14.6% |
| 7D | +19.8% | +0.5% | +19.3% | +15.6% |
| 30D | +6.1% | -0.9% | +7.0% | +10.5% |
| 3M | -9.2% | +3.9% | -13.1% | -19.7% |
| 6M | +401.3% | +14.5% | +386.8% | +212.3% |
| YTD | +261.3% | +13.0% | +248.4% | +148.1% |
| 1Y | +515.2% | +19.4% | +495.8% | +253.8% |
| All | +1,216.3% | +42.6% | +1,173.7% | +272.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling