-63.0%
AMTX vs VOO
+77.4%
-140.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -2.2% |
| 7D | +9.8% | -0.8% | +10.6% | +10.9% |
| 30D | +15.2% | -1.1% | +16.3% | +16.7% |
| 3M | 0.0% | +3.9% | -3.9% | -5.7% |
| 6M | +30.5% | +13.6% | +16.9% | +6.5% |
| YTD | +44.6% | +12.7% | +31.9% | +19.5% |
| 1Y | -6.9% | +17.6% | -24.5% | -27.3% |
| 3Y | -63.0% | +77.3% | -140.3% | -87.5% |
| All | -63.0% | +77.4% | -140.4% | -87.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling