+1,222.6%
AME vs VOO
+817.1%
+405.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | -6.7% | +0.1% | -6.7% | -6.8% |
| 3M | +4.1% | +2.0% | +2.1% | +1.8% |
| 6M | +1.6% | +13.0% | -11.5% | -11.1% |
| YTD | +16.1% | +13.6% | +2.6% | +1.1% |
| 1Y | +27.3% | +20.1% | +7.3% | +4.1% |
| 3Y | +50.9% | +77.6% | -26.7% | -21.2% |
| 5Y | +81.4% | +82.4% | -1.1% | -9.4% |
| 10Y | +417.0% | +316.8% | +100.1% | -5.2% |
| All | +1,222.6% | +817.1% | +405.5% | -15.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling