+184.1%
AMG vs VOO
+317.9%
-133.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.3% | +3.2% | +2.6% |
| 7D | +3.4% | +0.1% | +3.4% | +3.3% |
| 30D | -1.1% | -3.3% | +2.3% | +3.3% |
| 3M | +3.6% | -2.4% | +6.0% | +7.0% |
| 6M | +26.5% | +2.6% | +23.9% | +22.2% |
| YTD | +32.9% | +11.3% | +21.6% | +15.3% |
| 1Y | +47.8% | +13.4% | +34.4% | +25.1% |
| 3Y | +195.6% | +80.3% | +115.3% | +36.3% |
| 5Y | +106.6% | +72.7% | +33.9% | +2.3% |
| 10Y | +184.1% | +310.0% | -125.9% | -56.5% |
| All | +184.1% | +317.9% | -133.8% | -56.5% |
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