+3,518.7%
AME vs VO
+822.3%
+2,696.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.7% | +1.5% | +1.5% |
| 7D | -1.5% | -0.1% | -1.4% | -1.3% |
| 30D | -4.2% | +0.5% | -4.7% | -4.5% |
| 3M | -5.9% | -1.0% | -4.9% | -4.9% |
| 6M | +2.8% | +6.4% | -3.6% | -3.0% |
| YTD | +16.6% | +13.6% | +3.0% | +3.5% |
| 1Y | +22.1% | +14.5% | +7.6% | +7.6% |
| 3Y | +64.7% | +67.2% | -2.5% | +0.1% |
| 5Y | +76.6% | +36.1% | +40.5% | +29.3% |
| 10Y | +443.9% | +199.3% | +244.6% | +87.0% |
| All | +3,518.7% | +822.3% | +2,696.4% | +364.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling