-6.5%
AMTX vs VOO
+309.2%
-315.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.3% | -7.7% | -7.7% |
| 7D | +38.3% | -0.6% | +38.8% | +37.2% |
| 30D | -4.2% | -3.6% | -0.6% | -1.2% |
| 3M | -4.2% | -2.7% | -1.5% | -2.5% |
| 6M | -38.6% | +2.2% | -40.9% | -41.1% |
| YTD | +14.4% | +10.9% | +3.5% | -2.3% |
| 1Y | -24.6% | +11.3% | -36.0% | -35.6% |
| 3Y | -64.8% | +76.9% | -141.7% | -82.4% |
| 5Y | -92.1% | +73.5% | -165.6% | -95.7% |
| All | -6.5% | +309.2% | -315.6% | -79.5% |
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