-99.9%
AMIX vs VOO
+59.1%
-159.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.3% | +9.2% | +9.4% |
| 7D | +11.4% | -0.6% | +12.0% | +12.6% |
| 30D | -40.5% | -3.6% | -36.9% | -36.2% |
| 3M | -80.1% | -2.7% | -77.4% | -79.0% |
| 6M | -74.8% | +2.2% | -77.1% | -74.2% |
| YTD | -84.0% | +10.9% | -94.9% | -84.5% |
| 1Y | -89.7% | +11.3% | -101.0% | -90.0% |
| All | -99.9% | +59.1% | -159.0% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling