+446.4%
AMG vs VOO
+798.5%
-352.1%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.3% | +3.2% | +2.3% |
| 7D | +3.4% | +0.1% | +3.4% | +3.3% |
| 30D | -1.1% | -3.3% | +2.3% | +3.7% |
| 3M | +3.6% | -2.4% | +6.0% | +7.3% |
| 6M | +26.5% | +2.6% | +23.9% | +21.7% |
| YTD | +32.9% | +11.3% | +21.6% | +13.7% |
| 1Y | +47.8% | +13.4% | +34.4% | +23.0% |
| 3Y | +195.6% | +80.3% | +115.3% | +26.0% |
| 5Y | +106.6% | +72.7% | +33.9% | -5.2% |
| 10Y | +184.1% | +310.0% | -125.9% | -65.3% |
| All | +446.4% | +798.5% | -352.1% | -82.7% |
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