+606.7%
AMTX vs VOO
+795.4%
-188.7%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.3% | -7.7% | -7.8% |
| 7D | +38.3% | -0.6% | +38.8% | +37.5% |
| 30D | -4.2% | -3.6% | -0.6% | -1.9% |
| 3M | -4.2% | -2.7% | -1.5% | -2.9% |
| 6M | -38.6% | +2.2% | -40.9% | -40.5% |
| YTD | +14.4% | +10.9% | +3.5% | +1.6% |
| 1Y | -24.6% | +11.3% | -36.0% | -33.1% |
| 3Y | -64.8% | +76.9% | -141.7% | -78.9% |
| 5Y | -92.1% | +73.5% | -165.6% | -95.0% |
| 10Y | -4.8% | +307.7% | -312.5% | -55.1% |
| All | +606.7% | +795.4% | -188.7% | +70.7% |
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