+440.7%
AME vs VO
+197.6%
+243.1%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +5.9% | +3.1% | +2.8% | +2.7% |
| 30D | -1.9% | +2.2% | -4.1% | -3.9% |
| 3M | -5.4% | -2.5% | -2.9% | -2.8% |
| 6M | +4.9% | +7.0% | -2.0% | -1.7% |
| YTD | +18.5% | +14.0% | +4.5% | +4.4% |
| 1Y | +25.5% | +15.6% | +9.8% | +9.0% |
| 3Y | +63.0% | +66.2% | -3.1% | -1.7% |
| 5Y | +78.3% | +36.6% | +41.7% | +30.0% |
| All | +440.7% | +197.6% | +243.1% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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