-82.2%
AMRN vs VOO
+311.2%
-393.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | +0.8% | +3.3% | -2.5% | -2.8% |
| 30D | +0.8% | -2.7% | +3.5% | +3.9% |
| 3M | -17.0% | -1.7% | -15.3% | -15.5% |
| 6M | -21.9% | +3.1% | -25.1% | -25.1% |
| YTD | -16.4% | +11.9% | -28.3% | -27.2% |
| 1Y | -28.0% | +12.1% | -40.1% | -37.4% |
| 3Y | -19.0% | +78.6% | -97.5% | -58.5% |
| 5Y | -85.6% | +73.8% | -159.4% | -92.4% |
| All | -82.2% | +311.2% | -393.4% | -96.5% |
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