+187.4%
AMAL vs VOO
+74.6%
+112.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +1.5% | +3.3% | -1.8% | -0.9% |
| 30D | +7.2% | -2.7% | +9.8% | +9.2% |
| 3M | -0.9% | -1.7% | +0.8% | +0.2% |
| 6M | +23.3% | +3.1% | +20.2% | +20.0% |
| YTD | +58.8% | +11.9% | +46.8% | +45.4% |
| 1Y | +82.3% | +12.1% | +70.3% | +66.8% |
| 3Y | +170.0% | +78.6% | +91.4% | +83.0% |
| 5Y | +187.4% | +73.8% | +113.6% | +99.6% |
| All | +187.4% | +74.6% | +112.8% | +99.6% |
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