+3,505.6%
AME vs VO
+827.2%
+2,678.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.7% |
| 7D | +0.6% | -0.3% | +0.9% | +0.9% |
| 30D | -6.7% | -0.3% | -6.3% | -6.4% |
| 3M | +4.1% | +2.9% | +1.1% | +1.3% |
| 6M | +1.6% | +9.3% | -7.8% | -6.5% |
| YTD | +16.1% | +14.2% | +2.0% | +2.4% |
| 1Y | +27.3% | +15.3% | +12.1% | +11.3% |
| 3Y | +50.9% | +56.2% | -5.4% | -2.3% |
| 5Y | +81.4% | +42.4% | +38.9% | +26.8% |
| 10Y | +417.0% | +194.7% | +222.2% | +80.1% |
| All | +3,505.6% | +827.2% | +2,678.4% | +359.4% |
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