+399.5%
AMT vs VOO
+817.1%
-417.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +4.6% | +0.1% | +4.6% | +4.6% |
| 3M | -8.4% | +2.0% | -10.5% | -10.1% |
| 6M | -6.0% | +13.0% | -19.1% | -14.4% |
| YTD | +2.1% | +13.6% | -11.5% | -7.4% |
| 1Y | -6.4% | +20.1% | -26.5% | -18.7% |
| 3Y | +8.1% | +77.6% | -69.5% | -32.7% |
| 5Y | -31.9% | +82.4% | -114.4% | -58.8% |
| 10Y | +97.1% | +316.8% | -219.7% | -39.7% |
| All | +399.5% | +817.1% | -417.5% | -18.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling