+171.3%
AMLX vs VOO
+17.3%
+154.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | -5.5% | -2.0% | -3.5% | -4.0% |
| 30D | +35.8% | -1.7% | +37.5% | +37.2% |
| 3M | +138.4% | +4.7% | +133.7% | +124.0% |
| 6M | +114.2% | +12.6% | +101.7% | +85.4% |
| YTD | +165.6% | +11.8% | +153.9% | +128.1% |
| 1Y | +171.3% | +17.5% | +153.7% | +140.8% |
| All | +171.3% | +17.3% | +154.0% | +140.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling