+162.9%
AMH vs VOO
+453.8%
-290.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.1% |
| 7D | +4.0% | -0.6% | +4.6% | +4.2% |
| 30D | +6.3% | -3.6% | +9.9% | +8.7% |
| 3M | -2.9% | -2.7% | -0.2% | -1.4% |
| 6M | +4.5% | +2.2% | +2.2% | +2.2% |
| YTD | +5.4% | +10.9% | -5.5% | -2.9% |
| 1Y | +8.4% | +11.3% | -2.9% | -0.5% |
| 3Y | +3.9% | +76.9% | -73.0% | -33.0% |
| 5Y | -5.7% | +73.5% | -79.2% | -38.8% |
| 10Y | +93.0% | +307.7% | -214.7% | -30.2% |
| All | +162.9% | +453.8% | -290.9% | -19.4% |
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