+645.9%
AAMI vs VOO
+325.3%
+320.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.9% | -2.1% |
| 7D | -2.6% | -0.8% | -1.9% | -1.7% |
| 30D | -1.2% | -1.1% | -0.1% | +0.2% |
| 3M | +17.4% | +3.9% | +13.5% | +12.1% |
| 6M | +80.2% | +13.6% | +66.6% | +54.5% |
| YTD | +94.5% | +12.7% | +81.8% | +69.1% |
| 1Y | +89.3% | +17.6% | +71.8% | +56.4% |
| 3Y | +347.9% | +77.3% | +270.5% | +122.2% |
| 5Y | +245.5% | +84.1% | +161.3% | +63.5% |
| All | +645.9% | +325.3% | +320.6% | +23.7% |
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