-41.9%
AMCI vs VOO
+13.6%
-55.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +3.3% |
| 7D | +0.5% | +0.1% | +0.4% | 0.0% |
| 30D | -18.9% | +0.1% | -19.0% | -18.9% |
| 3M | -25.1% | +2.0% | -27.2% | -28.9% |
| 6M | -41.9% | +13.0% | -54.9% | -56.4% |
| All | -41.9% | +13.6% | -55.5% | -56.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling