-58.7%
AMZD vs VOO
+106.2%
-164.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.3% |
| 6M | -19.4% | +13.0% | -32.5% | -1.9% |
| YTD | -14.8% | +13.6% | -28.4% | +4.8% |
| 1Y | -14.0% | +20.1% | -34.0% | +15.8% |
| 3Y | -51.8% | +77.6% | -129.4% | +27.1% |
| All | -58.7% | +106.2% | -164.8% | +43.0% |
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