+1,115.1%
AMR vs VOO
+109.5%
+1,005.7%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.5% | +2.8% |
| 7D | +0.6% | +0.1% | +0.5% | +0.7% |
| 30D | -14.6% | -3.3% | -11.2% | -11.9% |
| 3M | +2.1% | -2.4% | +4.5% | +4.4% |
| 6M | -15.7% | +2.6% | -18.3% | -17.5% |
| YTD | -22.4% | +11.3% | -33.7% | -29.6% |
| 1Y | -8.4% | +13.4% | -21.8% | -18.3% |
| 3Y | -29.2% | +80.3% | -109.5% | -58.4% |
| 5Y | +195.9% | +72.7% | +123.2% | +82.5% |
| All | +1,115.1% | +109.5% | +1,005.7% | +512.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling