-29.2%
AMR vs VOO
+78.4%
-107.6%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.5% | +2.9% |
| 7D | +0.6% | +0.1% | +0.5% | +0.7% |
| 30D | -14.6% | -3.3% | -11.2% | -12.0% |
| 3M | +2.1% | -2.4% | +4.5% | +4.3% |
| 6M | -15.7% | +2.6% | -18.3% | -17.4% |
| YTD | -22.4% | +11.3% | -33.7% | -29.0% |
| 1Y | -8.4% | +13.4% | -21.8% | -17.7% |
| 3Y | -29.2% | +80.3% | -109.5% | -59.1% |
| All | -29.2% | +78.4% | -107.6% | -59.1% |
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 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