+105.4%
AMT vs VOO
+315.3%
-209.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.1% |
| 7D | +1.5% | -0.4% | +1.8% | +1.7% |
| 30D | +3.7% | -1.4% | +5.1% | +4.7% |
| 3M | -7.2% | +3.7% | -10.9% | -9.7% |
| 6M | -4.2% | +13.0% | -17.2% | -12.2% |
| YTD | +1.9% | +12.4% | -10.6% | -6.5% |
| 1Y | -6.4% | +18.6% | -25.0% | -17.3% |
| 3Y | +7.7% | +78.1% | -70.3% | -32.0% |
| 5Y | -30.9% | +82.3% | -113.2% | -57.6% |
| 10Y | +105.4% | +322.5% | -217.1% | -30.3% |
| All | +105.4% | +315.3% | -209.9% | -30.3% |
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