-52.0%
AMWL vs VOO
+79.1%
-131.1%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +3.4% |
| 7D | +10.5% | +0.5% | +10.0% | +9.8% |
| 30D | -1.3% | -0.9% | -0.4% | 0.0% |
| 3M | +52.5% | +3.9% | +48.6% | +43.8% |
| 6M | +144.3% | +14.5% | +129.8% | +100.6% |
| YTD | +171.7% | +13.0% | +158.7% | +127.8% |
| 1Y | +93.1% | +19.4% | +73.6% | +49.2% |
| 3Y | -52.0% | +78.9% | -130.9% | -82.4% |
| All | -52.0% | +79.1% | -131.1% | -82.4% |
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 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