-37.4%
AMN vs VOO
+78.8%
-116.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | -16.5% | -0.6% | -16.0% | -16.3% |
| 30D | +3.5% | -3.6% | +7.2% | +6.4% |
| 3M | +3.3% | -2.7% | +6.0% | +5.4% |
| 6M | +30.5% | +2.2% | +28.3% | +27.2% |
| YTD | +139.9% | +10.9% | +129.0% | +118.3% |
| 1Y | +117.4% | +11.3% | +106.1% | +97.0% |
| 3Y | -37.4% | +76.9% | -114.4% | -70.4% |
| All | -37.4% | +78.8% | -116.2% | -70.4% |
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