-60.2%
AMZD vs VOO
+103.9%
-164.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +3.7% |
| 7D | -0.1% | -0.9% | +0.8% | -1.3% |
| 30D | -3.4% | -2.3% | -1.0% | -6.2% |
| 3M | +1.3% | -1.2% | +2.5% | +0.3% |
| 6M | -3.2% | +3.3% | -6.6% | +3.2% |
| YTD | -17.9% | +12.3% | -30.3% | 0.0% |
| 1Y | -11.5% | +12.5% | -24.0% | +8.4% |
| 3Y | -51.3% | +79.2% | -130.4% | +30.2% |
| All | -60.2% | +103.9% | -164.0% | +36.5% |
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