+314.2%
VOO vs AMC
-98.9%
+413.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.5% |
| 7D | +0.5% | -0.8% | +1.3% | +0.6% |
| 30D | -0.9% | -1.2% | +0.2% | -0.9% |
| 3M | +3.9% | +42.2% | -38.3% | +2.8% |
| 6M | +14.5% | +118.8% | -104.3% | +12.2% |
| YTD | +13.0% | +64.1% | -51.2% | +11.2% |
| 1Y | +19.4% | -9.5% | +29.0% | +18.9% |
| 3Y | +78.9% | -64.3% | +143.2% | +78.9% |
| 5Y | +82.3% | -99.5% | +181.7% | +90.6% |
| 10Y | +314.2% | -98.9% | +413.1% | +302.9% |
| All | +314.2% | -98.9% | +413.2% | +302.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling