+49.2%
AMID vs VOO
+90.3%
-41.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | +1.6% | +0.5% | +1.0% | +1.0% |
| 30D | -1.2% | -0.9% | -0.3% | -0.3% |
| 3M | +3.7% | +3.9% | -0.2% | -0.3% |
| 6M | +10.0% | +14.5% | -4.6% | -4.4% |
| YTD | +8.7% | +13.0% | -4.2% | -4.1% |
| 1Y | +5.1% | +19.4% | -14.3% | -12.4% |
| 3Y | +36.4% | +78.9% | -42.5% | -26.3% |
| All | +49.2% | +90.3% | -41.1% | -25.1% |
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 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