+67.8%
AMJB vs VOO
+63.0%
+4.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | +6.3% | +0.1% | +6.3% | +6.3% |
| 3M | +8.7% | +2.0% | +6.7% | +7.6% |
| 6M | +13.4% | +13.0% | +0.4% | +6.3% |
| YTD | +32.8% | +13.6% | +19.2% | +24.0% |
| 1Y | +33.4% | +20.1% | +13.3% | +20.0% |
| All | +67.8% | +63.0% | +4.9% | +28.9% |
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 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