+92.3%
AM vs VOO
+259.1%
-166.8%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.2% |
| 7D | -11.6% | -2.7% | -8.9% | -9.8% |
| 30D | -8.0% | -5.4% | -2.6% | -4.2% |
| 3M | -10.7% | -4.1% | -6.7% | -8.1% |
| 6M | -8.4% | +0.7% | -9.1% | -9.7% |
| YTD | +11.4% | +8.7% | +2.7% | +2.9% |
| 1Y | +15.0% | +11.0% | +4.0% | +4.3% |
| 3Y | +73.3% | +75.5% | -2.1% | +6.3% |
| 5Y | +145.2% | +68.4% | +76.8% | +54.9% |
| All | +92.3% | +259.1% | -166.8% | -33.9% |
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