+65.2%
AMLX vs VOO
+72.9%
-7.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.3% | -5.8% | -5.7% |
| 7D | +8.1% | +3.3% | +4.8% | +4.2% |
| 30D | +11.2% | -2.7% | +13.9% | +15.0% |
| 3M | +27.9% | -1.7% | +29.6% | +30.3% |
| 6M | +106.8% | +3.1% | +103.7% | +99.1% |
| YTD | +147.2% | +11.9% | +135.2% | +115.8% |
| 1Y | +142.2% | +12.1% | +130.1% | +111.1% |
| 3Y | +139.3% | +78.6% | +60.7% | +28.3% |
| All | +65.2% | +72.9% | -7.7% | +5.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling