-90.8%
AMCI vs VOO
+100.4%
-191.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.8% |
| 7D | -15.4% | +2.6% | -18.0% | -17.0% |
| 30D | -63.1% | -2.0% | -61.1% | -62.2% |
| 3M | -80.7% | -2.8% | -77.9% | -80.1% |
| 6M | -81.6% | +2.2% | -83.8% | -81.4% |
| YTD | -88.2% | +11.5% | -99.8% | -88.4% |
| 1Y | -87.0% | +13.5% | -100.5% | -87.2% |
| 3Y | -91.3% | +78.1% | -169.3% | -91.4% |
| All | -90.8% | +100.4% | -191.1% | -91.1% |
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