+98.1%
AM vs VOO
+267.5%
-169.4%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.7% | +1.2% |
| 7D | -6.3% | +0.1% | -6.4% | -6.5% |
| 30D | -6.3% | -3.3% | -3.0% | -4.0% |
| 3M | -7.1% | -2.4% | -4.7% | -5.6% |
| 6M | -4.6% | +2.6% | -7.2% | -7.1% |
| YTD | +14.8% | +11.3% | +3.5% | +4.1% |
| 1Y | +15.2% | +13.4% | +1.8% | +2.8% |
| 3Y | +84.3% | +80.3% | +4.0% | +10.7% |
| 5Y | +151.6% | +72.7% | +78.9% | +55.9% |
| All | +98.1% | +267.5% | -169.4% | -33.1% |
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