+151.5%
AMLP vs VOO
+82.6%
+68.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | +4.4% | +0.1% | +4.4% | +4.4% |
| 3M | +6.6% | +2.0% | +4.6% | +5.2% |
| 6M | +10.0% | +13.0% | -3.0% | +2.2% |
| YTD | +25.6% | +13.6% | +12.0% | +16.2% |
| 1Y | +25.3% | +20.1% | +5.2% | +11.9% |
| 3Y | +69.9% | +77.6% | -7.7% | +17.7% |
| All | +151.5% | +82.6% | +68.9% | +68.5% |
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