-58.4%
AMZD vs VOO
+105.0%
-163.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | -0.1% |
| 7D | -0.8% | +0.5% | -1.3% | +0.1% |
| 30D | +6.9% | -0.9% | +7.8% | +5.5% |
| 3M | -7.6% | +3.9% | -11.5% | -1.6% |
| 6M | -20.2% | +14.5% | -34.8% | -1.0% |
| YTD | -14.2% | +13.0% | -27.2% | +4.7% |
| 1Y | -13.3% | +19.4% | -32.7% | +15.8% |
| 3Y | -51.5% | +78.9% | -130.4% | +29.4% |
| All | -58.4% | +105.0% | -163.4% | +42.9% |
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