+157.7%
AMH vs VOO
+467.2%
-309.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.5% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | -6.1% | +0.1% | -6.2% | -6.2% |
| 3M | -0.4% | +2.0% | -2.4% | -2.1% |
| 6M | +10.5% | +13.0% | -2.6% | +0.9% |
| YTD | +3.4% | +13.6% | -10.2% | -6.1% |
| 1Y | -2.4% | +20.1% | -22.5% | -15.0% |
| 3Y | -0.6% | +77.6% | -78.1% | -35.8% |
| 5Y | -12.5% | +82.4% | -94.9% | -45.0% |
| 10Y | +74.3% | +316.8% | -242.6% | -37.8% |
| All | +157.7% | +467.2% | -309.5% | -22.1% |
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