-14.0%
AMZD vs VOO
+20.9%
-34.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | -0.4% |
| 7D | +3.1% | +0.1% | +3.0% | +3.3% |
| 30D | +5.4% | +0.1% | +5.4% | +5.5% |
| 3M | -5.0% | +2.0% | -7.0% | -1.1% |
| 6M | -19.4% | +13.0% | -32.5% | -1.6% |
| YTD | -14.8% | +13.6% | -28.4% | +4.9% |
| 1Y | -14.0% | +20.1% | -34.0% | +15.5% |
| All | -14.0% | +20.9% | -34.9% | +15.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling