+51.4%
AMX vs VOO
+777.9%
-726.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.2% |
| 7D | +5.1% | -2.7% | +7.8% | +7.2% |
| 30D | +15.3% | -5.4% | +20.7% | +20.2% |
| 3M | +7.5% | -4.1% | +11.6% | +10.8% |
| 6M | -4.0% | +0.7% | -4.7% | -5.0% |
| YTD | +25.9% | +8.7% | +17.2% | +17.0% |
| 1Y | +14.6% | +11.0% | +3.7% | +4.6% |
| 3Y | +58.9% | +75.5% | -16.5% | -3.3% |
| 5Y | +58.1% | +68.4% | -10.2% | -2.5% |
| 10Y | +164.9% | +315.7% | -150.8% | -34.4% |
| All | +51.4% | +777.9% | -726.4% | -81.7% |
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