-92.5%
AMWL vs VOO
+75.1%
-167.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +0.5% |
| 7D | -0.3% | -0.9% | +0.6% | +0.9% |
| 30D | -1.0% | -2.3% | +1.4% | +2.9% |
| 3M | -5.2% | -1.2% | -4.1% | -3.5% |
| 6M | +51.0% | +3.3% | +47.7% | +42.7% |
| YTD | +150.7% | +12.3% | +138.4% | +108.1% |
| 1Y | +215.6% | +12.5% | +203.1% | +161.0% |
| 3Y | -45.0% | +79.2% | -124.2% | -78.5% |
| 5Y | -92.5% | +75.7% | -168.2% | -96.8% |
| All | -92.5% | +75.1% | -167.6% | -96.8% |
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