-89.6%
AMCI vs VOO
+99.9%
-189.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.3% | -6.9% | -6.1% |
| 7D | -53.8% | +0.1% | -53.9% | -53.3% |
| 30D | -62.2% | -3.3% | -58.9% | -61.0% |
| 3M | -78.4% | -2.4% | -76.0% | -77.8% |
| 6M | -82.4% | +2.6% | -85.0% | -82.3% |
| YTD | -86.7% | +11.3% | -98.0% | -86.9% |
| 1Y | -85.6% | +13.4% | -99.1% | -85.8% |
| 3Y | -90.1% | +80.3% | -170.4% | -90.3% |
| All | -89.6% | +99.9% | -189.5% | -89.9% |
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 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