+48.4%
AMID vs VOO
+88.6%
-40.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.6% |
| 7D | +3.7% | +3.3% | +0.4% | +0.4% |
| 30D | -1.9% | -2.7% | +0.8% | +0.9% |
| 3M | -3.5% | -1.7% | -1.7% | -1.7% |
| 6M | +4.6% | +3.1% | +1.5% | +1.3% |
| YTD | +8.2% | +11.9% | -3.8% | -3.7% |
| 1Y | +5.7% | +12.1% | -6.4% | -5.9% |
| 3Y | +39.7% | +78.6% | -38.9% | -24.4% |
| All | +48.4% | +88.6% | -40.1% | -24.7% |
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 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