+416.2%
AME vs VOO
+321.7%
+94.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.2% |
| 7D | 0.0% | -2.0% | +2.0% | +2.1% |
| 30D | -8.6% | -1.7% | -6.9% | -7.1% |
| 3M | +5.8% | +4.7% | +1.0% | +0.9% |
| 6M | +3.8% | +12.6% | -8.7% | -7.9% |
| YTD | +14.4% | +11.8% | +2.7% | +2.2% |
| 1Y | +25.8% | +17.5% | +8.2% | +6.6% |
| 3Y | +55.2% | +77.0% | -21.8% | -15.0% |
| 5Y | +85.5% | +82.6% | +3.0% | -2.7% |
| All | +416.2% | +321.7% | +94.5% | +7.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling