+13.2%
AMAX vs VOO
+73.8%
-60.6%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.5% |
| 7D | -2.5% | -0.9% | -1.6% | -2.2% |
| 30D | -4.3% | -2.3% | -1.9% | -3.4% |
| 3M | -3.6% | -1.2% | -2.4% | -3.2% |
| 6M | -7.0% | +3.3% | -10.3% | -8.1% |
| YTD | -0.5% | +12.3% | -12.9% | -4.8% |
| 1Y | -2.1% | +12.5% | -14.6% | -6.3% |
| 3Y | +29.6% | +79.2% | -49.5% | +4.8% |
| All | +13.2% | +73.8% | -60.6% | -8.6% |
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 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