-57.6%
AMZD vs VOO
+104.1%
-161.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.2% |
| 7D | +1.1% | -0.4% | +1.5% | +0.6% |
| 30D | +10.1% | -1.4% | +11.5% | +8.0% |
| 3M | -6.3% | +3.7% | -10.0% | -0.3% |
| 6M | -18.8% | +13.0% | -31.8% | -1.1% |
| YTD | -12.6% | +12.4% | -25.1% | +5.9% |
| 1Y | -10.8% | +18.6% | -29.4% | +17.9% |
| 3Y | -50.6% | +78.1% | -128.7% | +30.9% |
| All | -57.6% | +104.1% | -161.7% | +44.5% |
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 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