+35.4%
AMX vs VOO
+817.1%
-781.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -4.2% | +0.1% | -4.3% | -4.3% |
| 3M | -8.1% | +2.0% | -10.2% | -9.7% |
| 6M | -7.3% | +13.0% | -20.3% | -16.2% |
| YTD | +12.6% | +13.6% | -1.0% | +1.3% |
| 1Y | +19.4% | +20.1% | -0.7% | +2.4% |
| 3Y | +31.3% | +77.6% | -46.2% | -20.5% |
| 5Y | +40.7% | +82.4% | -41.7% | -18.9% |
| 10Y | +151.5% | +316.8% | -165.3% | -37.0% |
| All | +35.4% | +817.1% | -781.7% | -84.1% |
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