+5.2%
AMTB vs VOO
+209.7%
-204.6%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.0% |
| 7D | +2.7% | +0.5% | +2.2% | +2.2% |
| 30D | +1.4% | -0.9% | +2.3% | +2.3% |
| 3M | +28.1% | +3.9% | +24.2% | +22.8% |
| 6M | +37.9% | +14.5% | +23.3% | +19.2% |
| YTD | +51.4% | +13.0% | +38.4% | +32.8% |
| 1Y | +38.5% | +19.4% | +19.0% | +14.6% |
| 3Y | +65.3% | +78.9% | -13.6% | -8.9% |
| 5Y | +22.6% | +82.3% | -59.7% | -34.6% |
| All | +5.2% | +209.7% | -204.6% | -67.4% |
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