+70.5%
AMZA vs VOO
+325.3%
-254.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -0.6% |
| 7D | +0.8% | -0.8% | +1.6% | +1.6% |
| 30D | +3.5% | -1.1% | +4.5% | +4.5% |
| 3M | +13.2% | +3.9% | +9.3% | +8.2% |
| 6M | +16.0% | +13.6% | +2.3% | 0.0% |
| YTD | +37.1% | +12.7% | +24.4% | +19.0% |
| 1Y | +34.1% | +17.6% | +16.5% | +10.7% |
| 3Y | +91.9% | +77.3% | +14.6% | -2.0% |
| 5Y | +204.5% | +84.1% | +120.3% | +45.5% |
| All | +70.5% | +325.3% | -254.8% | -64.2% |
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