+417.6%
AMG vs VOO
+777.9%
-360.3%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.1% |
| 7D | -4.9% | -2.7% | -2.2% | -1.3% |
| 30D | -3.7% | -5.4% | +1.6% | +3.9% |
| 3M | -2.5% | -4.1% | +1.6% | +3.3% |
| 6M | +18.6% | +0.7% | +17.9% | +16.9% |
| YTD | +25.9% | +8.7% | +17.2% | +11.2% |
| 1Y | +40.3% | +11.0% | +29.3% | +20.3% |
| 3Y | +178.3% | +75.5% | +102.8% | +23.2% |
| 5Y | +95.3% | +68.4% | +27.0% | -7.2% |
| 10Y | +183.4% | +315.7% | -132.3% | -66.4% |
| All | +417.6% | +777.9% | -360.3% | -83.1% |
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