+1,237.4%
AMUU vs VOO
+41.8%
+1,195.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.1% | +1.3% | +12.9% | +7.0% |
| 7D | +18.5% | -0.9% | +19.4% | +36.8% |
| 30D | -24.1% | -2.3% | -21.7% | -1.0% |
| 3M | +11.8% | -1.2% | +13.0% | +38.5% |
| 6M | +0.7% | +3.3% | -2.7% | +11.5% |
| YTD | +267.2% | +12.3% | +254.8% | +204.9% |
| 1Y | +183.1% | +12.5% | +170.6% | +138.3% |
| All | +1,237.4% | +41.8% | +1,195.6% | +357.3% |
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