+79.3%
AMLX vs VOO
+73.7%
+5.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -3.8% |
| 7D | -6.1% | -0.4% | -5.7% | -5.7% |
| 30D | +42.9% | -1.4% | +44.3% | +44.7% |
| 3M | +139.1% | +3.7% | +135.4% | +127.8% |
| 6M | +126.4% | +13.0% | +113.4% | +95.4% |
| YTD | +168.2% | +12.4% | +155.8% | +132.5% |
| 1Y | +208.3% | +18.6% | +189.7% | +150.2% |
| 3Y | +57.9% | +78.1% | -20.2% | -14.9% |
| All | +79.3% | +73.7% | +5.6% | +14.1% |
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