-24.3%
AMTM vs VOO
+35.2%
-59.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.3% | +2.8% | +2.1% |
| 7D | -0.6% | +0.1% | -0.7% | -0.8% |
| 30D | +15.8% | -3.3% | +19.1% | +20.6% |
| 3M | -9.8% | -2.4% | -7.4% | -7.2% |
| 6M | -8.9% | +2.6% | -11.5% | -12.3% |
| YTD | -23.0% | +11.3% | -34.2% | -33.7% |
| 1Y | -0.3% | +13.4% | -13.8% | -16.3% |
| All | -24.3% | +35.2% | -59.4% | -53.8% |
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