+254.9%
AMAL vs VOO
+200.7%
+54.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | +1.6% | +2.6% | -1.0% | -0.6% |
| 30D | +8.6% | -2.0% | +10.6% | +10.3% |
| 3M | -1.1% | -2.8% | +1.7% | +1.1% |
| 6M | +26.7% | +2.2% | +24.5% | +23.8% |
| YTD | +59.6% | +11.5% | +48.1% | +44.6% |
| 1Y | +83.4% | +13.5% | +69.9% | +63.7% |
| 3Y | +169.7% | +78.1% | +91.6% | +64.7% |
| 5Y | +189.0% | +73.1% | +115.8% | +79.1% |
| All | +254.9% | +200.7% | +54.3% | +30.1% |
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