-99.2%
AMC vs VOO
+72.6%
-171.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.1% |
| 7D | +3.5% | +2.6% | +0.9% | -0.7% |
| 30D | +12.5% | -2.0% | +14.4% | +17.3% |
| 3M | +23.6% | -2.8% | +26.3% | +30.9% |
| 6M | +144.4% | +2.2% | +142.2% | +138.2% |
| YTD | +108.3% | +11.5% | +96.8% | +76.8% |
| 1Y | +38.9% | +13.5% | +25.4% | +14.6% |
| 3Y | -58.9% | +78.1% | -136.9% | -85.8% |
| All | -99.2% | +72.6% | -171.8% | -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 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