+60.1%
AMX vs VOO
+67.9%
-7.8%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.3% |
| 7D | +5.1% | -2.7% | +7.8% | +6.3% |
| 30D | +15.3% | -5.4% | +20.7% | +18.1% |
| 3M | +7.5% | -4.1% | +11.6% | +9.4% |
| 6M | -4.0% | +0.7% | -4.7% | -4.5% |
| YTD | +25.9% | +8.7% | +17.2% | +20.7% |
| 1Y | +14.6% | +11.0% | +3.7% | +8.8% |
| 3Y | +58.9% | +75.5% | -16.5% | +20.4% |
| All | +60.1% | +67.9% | -7.8% | +22.6% |
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