+100.4%
AM vs VOO
+266.3%
-165.8%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.4% |
| 7D | -5.5% | -0.6% | -5.0% | -5.2% |
| 30D | -5.2% | -3.6% | -1.6% | -2.6% |
| 3M | -8.9% | -2.7% | -6.1% | -7.2% |
| 6M | -3.4% | +2.2% | -5.7% | -5.8% |
| YTD | +16.1% | +10.9% | +5.2% | +5.6% |
| 1Y | +15.7% | +11.3% | +4.4% | +4.8% |
| 3Y | +86.0% | +76.9% | +9.1% | +13.5% |
| 5Y | +160.4% | +73.5% | +86.8% | +60.6% |
| All | +100.4% | +266.3% | -165.8% | -32.1% |
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