-91.1%
AMCI vs VOO
+79.1%
-170.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.3% | +7.2% | +7.1% |
| 7D | -13.6% | +3.3% | -16.9% | -16.0% |
| 30D | -63.3% | -2.7% | -60.6% | -62.1% |
| 3M | -79.4% | -1.7% | -77.6% | -78.8% |
| 6M | -81.7% | +3.1% | -84.8% | -81.5% |
| YTD | -88.0% | +11.9% | -99.9% | -88.2% |
| 1Y | -87.7% | +12.1% | -99.8% | -88.0% |
| All | -91.1% | +79.1% | -170.2% | -91.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling