-60.3%
AMCI vs VOO
+102.9%
-163.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +3.1% |
| 7D | +1.8% | +0.5% | +1.2% | +1.5% |
| 30D | -17.7% | -0.9% | -16.7% | -17.2% |
| 3M | -17.7% | +3.9% | -21.5% | -18.7% |
| 6M | -36.3% | +14.5% | -50.9% | -38.6% |
| YTD | -49.3% | +13.0% | -62.3% | -51.0% |
| 1Y | -78.2% | +19.4% | -97.7% | -79.0% |
| 3Y | -62.1% | +78.9% | -140.9% | -63.6% |
| All | -60.3% | +102.9% | -163.2% | -62.4% |
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