+18.3%
AMAX vs VOO
+74.8%
-56.5%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | +0.3% | +0.5% | -0.3% | +0.1% |
| 30D | +1.0% | -0.9% | +1.9% | +1.3% |
| 3M | +1.3% | +3.9% | -2.6% | -0.2% |
| 6M | +0.1% | +14.5% | -14.5% | -4.8% |
| YTD | +3.9% | +13.0% | -9.0% | -0.7% |
| 1Y | +5.4% | +19.4% | -14.0% | -1.3% |
| 3Y | +30.7% | +78.9% | -48.2% | +5.6% |
| All | +18.3% | +74.8% | -56.5% | -4.6% |
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