-27.6%
AMTM vs VOO
+31.7%
-59.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.4% | +0.5% | +1.6% |
| 7D | -3.2% | -4.7% | +1.5% | +2.8% |
| 30D | +13.9% | -5.9% | +19.7% | +22.6% |
| 3M | -8.7% | -4.5% | -4.2% | -3.5% |
| 6M | -12.1% | +1.9% | -14.0% | -14.8% |
| YTD | -26.3% | +8.4% | -34.7% | -34.5% |
| 1Y | -3.9% | +9.5% | -13.4% | -15.5% |
| All | -27.6% | +31.7% | -59.2% | -54.4% |
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