+54.6%
AMZU vs VOO
+77.0%
-22.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.1% | -2.3% |
| 7D | -2.2% | -0.4% | -1.8% | -1.2% |
| 30D | -18.6% | -1.4% | -17.3% | -15.5% |
| 3M | 0.0% | +3.7% | -3.7% | -8.7% |
| 6M | +24.6% | +13.0% | +11.6% | -9.3% |
| YTD | +2.5% | +12.4% | -9.9% | -24.0% |
| 1Y | -9.7% | +18.6% | -28.3% | -41.3% |
| All | +54.6% | +77.0% | -22.4% | -58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling