-85.2%
AMTX vs VOO
+82.3%
-167.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.3% | -2.7% |
| 7D | -3.3% | +0.5% | -3.8% | -4.4% |
| 30D | +2.3% | -0.9% | +3.3% | +4.1% |
| 3M | -20.7% | +3.9% | -24.6% | -26.9% |
| 6M | +25.7% | +14.5% | +11.2% | -7.4% |
| YTD | +26.6% | +13.0% | +13.7% | -4.3% |
| 1Y | -22.1% | +19.4% | -41.6% | -46.9% |
| 3Y | -63.4% | +78.9% | -142.3% | -90.3% |
| 5Y | -85.2% | +82.3% | -167.5% | -95.3% |
| All | -85.2% | +82.3% | -167.5% | -95.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling