-99.9%
AMIX vs VOO
+60.0%
-160.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.8% |
| 7D | -9.9% | +2.6% | -12.4% | -14.2% |
| 30D | -52.8% | -2.0% | -50.8% | -51.2% |
| 3M | -80.0% | -2.8% | -77.3% | -79.0% |
| 6M | -80.2% | +2.2% | -82.4% | -80.0% |
| YTD | -88.1% | +11.5% | -99.7% | -88.7% |
| 1Y | -91.1% | +13.5% | -104.6% | -91.6% |
| All | -99.9% | +60.0% | -160.0% | -100.0% |
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