+621.4%
AAMI vs VOO
+376.1%
+245.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -1.0% | -0.8% |
| 7D | +2.3% | +0.5% | +1.8% | +1.6% |
| 30D | +2.6% | -0.9% | +3.5% | +3.8% |
| 3M | +19.8% | +3.9% | +15.9% | +14.4% |
| 6M | +80.6% | +14.5% | +66.1% | +53.5% |
| YTD | +96.7% | +13.0% | +83.8% | +70.7% |
| 1Y | +106.2% | +19.4% | +86.8% | +67.4% |
| 3Y | +356.0% | +78.9% | +277.2% | +124.9% |
| 5Y | +246.1% | +82.3% | +163.9% | +66.8% |
| 10Y | +642.7% | +314.2% | +328.5% | +37.4% |
| All | +621.4% | +376.1% | +245.3% | +13.8% |
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