+75.0%
AMLX vs VOO
+74.1%
+0.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -2.4% |
| 7D | -7.3% | -0.8% | -6.5% | -6.4% |
| 30D | +35.4% | -1.1% | +36.5% | +36.6% |
| 3M | +127.3% | +3.9% | +123.4% | +116.1% |
| 6M | +111.8% | +13.6% | +98.2% | +81.7% |
| YTD | +161.8% | +12.7% | +149.0% | +126.3% |
| 1Y | +167.1% | +17.6% | +149.5% | +118.9% |
| 3Y | +55.9% | +77.3% | -21.4% | -15.7% |
| All | +75.0% | +74.1% | +0.9% | +11.0% |
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 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