+67.6%
AMLX vs VOO
+72.3%
-4.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.9% |
| 7D | +2.7% | +2.6% | +0.1% | -0.3% |
| 30D | +12.1% | -2.0% | +14.0% | +14.9% |
| 3M | +34.7% | -2.8% | +37.5% | +39.0% |
| 6M | +107.8% | +2.2% | +105.6% | +102.2% |
| YTD | +150.7% | +11.5% | +139.2% | +119.8% |
| 1Y | +143.9% | +13.5% | +130.4% | +109.5% |
| 3Y | +134.1% | +78.1% | +56.0% | +25.9% |
| All | +67.6% | +72.3% | -4.6% | +7.8% |
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 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