+154.5%
AMZA vs VOO
+74.6%
+79.9%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.3% |
| 7D | +5.4% | +3.3% | +2.1% | +3.2% |
| 30D | -2.4% | -2.7% | +0.3% | -0.8% |
| 3M | -3.1% | -1.7% | -1.4% | -2.2% |
| 6M | +3.1% | +3.1% | 0.0% | +0.3% |
| YTD | +28.4% | +11.9% | +16.4% | +17.4% |
| 1Y | +31.1% | +12.1% | +19.0% | +19.7% |
| 3Y | +73.2% | +78.6% | -5.4% | +9.5% |
| 5Y | +154.5% | +73.8% | +80.7% | +62.5% |
| All | +154.5% | +74.6% | +79.9% | +62.5% |
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