+245.5%
AMAL vs VOO
+206.2%
+39.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.6% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | -2.3% | +0.1% | -2.3% | -2.3% |
| 3M | +16.4% | +2.0% | +14.4% | +14.1% |
| 6M | +26.6% | +13.0% | +13.5% | +13.4% |
| YTD | +55.3% | +13.6% | +41.8% | +38.8% |
| 1Y | +72.0% | +20.1% | +52.0% | +46.5% |
| 3Y | +183.7% | +77.6% | +106.2% | +74.0% |
| 5Y | +240.1% | +82.4% | +157.6% | +101.2% |
| All | +245.5% | +206.2% | +39.2% | +24.9% |
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