+35.9%
AMTX vs VOO
+315.3%
-279.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.4% | +4.5% |
| 7D | -3.7% | -0.4% | -3.3% | -3.3% |
| 30D | +10.2% | -1.4% | +11.6% | +12.0% |
| 3M | -12.4% | +3.7% | -16.2% | -16.4% |
| 6M | +19.6% | +13.0% | +6.6% | +1.6% |
| YTD | +31.7% | +12.4% | +19.2% | +12.6% |
| 1Y | -17.9% | +18.6% | -36.5% | -33.5% |
| 3Y | -62.0% | +78.1% | -140.1% | -80.5% |
| 5Y | -85.5% | +82.3% | -167.8% | -92.3% |
| 10Y | +35.9% | +322.5% | -286.7% | -45.4% |
| All | +35.9% | +315.3% | -279.5% | -45.4% |
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 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