-100.0%
AMZE vs VOO
+75.0%
-175.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.0% |
| 7D | -4.0% | -2.0% | -2.0% | -1.6% |
| 30D | -20.7% | -1.7% | -19.0% | -18.8% |
| 3M | -84.0% | +4.7% | -88.7% | -84.7% |
| 6M | -93.3% | +12.6% | -105.8% | -94.0% |
| YTD | -94.4% | +11.8% | -106.2% | -95.0% |
| 1Y | -99.1% | +17.5% | -116.6% | -99.2% |
| 3Y | -99.8% | +77.0% | -176.8% | -99.9% |
| All | -100.0% | +75.0% | -175.0% | -100.0% |
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 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