+59.8%
AMLX vs VOO
+77.0%
-17.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -3.8% |
| 7D | -6.1% | -0.4% | -5.7% | -5.6% |
| 30D | +42.9% | -1.4% | +44.3% | +44.9% |
| 3M | +139.1% | +3.7% | +135.4% | +126.1% |
| 6M | +126.4% | +13.0% | +113.4% | +91.0% |
| YTD | +168.2% | +12.4% | +155.8% | +127.2% |
| 1Y | +208.3% | +18.6% | +189.7% | +141.4% |
| All | +59.8% | +77.0% | -17.2% | -32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling