-98.7%
AMC vs VOO
+314.4%
-413.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.4% | -2.8% |
| 7D | -2.8% | -0.9% | -1.9% | -1.2% |
| 30D | +14.0% | -2.3% | +16.3% | +18.3% |
| 3M | +42.5% | -1.2% | +43.7% | +46.0% |
| 6M | +142.6% | +3.3% | +139.2% | +135.3% |
| YTD | +119.2% | +12.3% | +106.9% | +93.4% |
| 1Y | +40.7% | +12.5% | +28.2% | +24.1% |
| 3Y | -57.3% | +79.2% | -136.5% | -78.9% |
| 5Y | -99.1% | +75.7% | -174.8% | -99.5% |
| 10Y | -98.7% | +313.7% | -412.4% | -99.7% |
| All | -98.7% | +314.4% | -413.1% | -99.7% |
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