+42.4%
AMRX vs VOO
+223.2%
-180.7%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.0% |
| 7D | +6.2% | +2.6% | +3.6% | +3.2% |
| 30D | +13.1% | -2.0% | +15.1% | +15.6% |
| 3M | +23.8% | -2.8% | +26.6% | +27.7% |
| 6M | +72.6% | +2.2% | +70.4% | +67.1% |
| YTD | +69.7% | +11.5% | +58.2% | +48.1% |
| 1Y | +85.6% | +13.5% | +72.1% | +58.7% |
| 3Y | +399.5% | +78.1% | +321.4% | +149.3% |
| 5Y | +310.4% | +73.1% | +237.2% | +113.1% |
| All | +42.4% | +223.2% | -180.7% | -60.8% |
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 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