+14.8%
AMZW vs VOO
+28.5%
-13.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.8% |
| 7D | -3.4% | -2.0% | -1.4% | 0.0% |
| 30D | -9.3% | -1.7% | -7.6% | -6.6% |
| 3M | +5.5% | +4.7% | +0.7% | -2.6% |
| 6M | +18.0% | +12.6% | +5.4% | -4.1% |
| YTD | +6.9% | +11.8% | -4.8% | -11.8% |
| 1Y | +5.7% | +17.5% | -11.8% | -20.5% |
| All | +14.8% | +28.5% | -13.7% | -22.4% |
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