+89.6%
AMZY vs VOO
+76.6%
+13.1%
-23.7%
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% | +0.6% |
| 7D | -1.5% | +0.1% | -1.7% | -1.7% |
| 30D | -3.2% | +0.1% | -3.3% | -3.3% |
| 3M | +2.5% | +2.0% | +0.5% | +0.3% |
| 6M | +16.5% | +13.0% | +3.5% | +1.7% |
| YTD | +7.3% | +13.6% | -6.3% | -6.9% |
| 1Y | +6.4% | +20.1% | -13.7% | -13.1% |
| 3Y | +75.0% | +77.6% | -2.5% | -7.4% |
| All | +89.6% | +76.6% | +13.1% | +2.3% |
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