+214.0%
AM vs VOO
+82.6%
+131.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | +6.8% | +0.1% | +6.7% | +6.7% |
| 3M | +5.8% | +2.0% | +3.8% | +3.9% |
| 6M | +1.3% | +13.0% | -11.7% | -8.3% |
| YTD | +31.3% | +13.6% | +17.7% | +18.1% |
| 1Y | +30.7% | +20.1% | +10.6% | +12.2% |
| 3Y | +119.4% | +77.6% | +41.8% | +33.1% |
| All | +214.0% | +82.6% | +131.5% | +84.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling