-0.2%
AMZA vs VOO
+384.0%
-384.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | +0.2% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | +6.2% | +0.1% | +6.1% | +6.0% |
| 3M | +9.8% | +2.0% | +7.8% | +6.6% |
| 6M | +14.8% | +13.0% | +1.7% | -1.3% |
| YTD | +35.9% | +13.6% | +22.4% | +16.0% |
| 1Y | +29.5% | +20.1% | +9.4% | +3.2% |
| 3Y | +86.4% | +77.6% | +8.8% | -8.7% |
| 5Y | +190.5% | +82.4% | +108.0% | +34.5% |
| 10Y | +67.2% | +316.8% | -249.7% | -72.9% |
| All | -0.2% | +384.0% | -384.2% | -86.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling