+76.4%
AMZP vs VOO
+83.1%
-6.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.4% | +2.2% | +3.3% |
| 7D | +7.1% | -4.7% | +11.8% | +13.6% |
| 30D | +1.5% | -5.9% | +7.4% | +9.6% |
| 3M | -6.1% | -4.5% | -1.6% | -0.4% |
| 6M | -10.3% | +1.9% | -12.1% | -12.0% |
| YTD | +4.6% | +8.4% | -3.8% | -4.7% |
| 1Y | -2.0% | +9.5% | -11.5% | -11.7% |
| 3Y | +70.7% | +75.3% | -4.5% | -4.7% |
| All | +76.4% | +83.1% | -6.7% | -4.4% |
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