+310.0%
VOO vs AMC
-98.6%
+408.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +8.3% | -5.9% | +2.2% |
| 7D | +0.1% | +6.6% | -6.5% | -0.1% |
| 30D | -3.3% | +14.1% | -17.4% | -3.6% |
| 3M | -2.4% | +31.3% | -33.7% | -3.0% |
| 6M | +2.6% | +126.7% | -124.1% | +0.5% |
| YTD | +11.3% | +117.9% | -106.7% | +8.9% |
| 1Y | +13.4% | +41.1% | -27.6% | +11.9% |
| 3Y | +80.3% | -61.0% | +141.3% | +80.0% |
| 5Y | +72.7% | -99.1% | +171.9% | +79.1% |
| 10Y | +310.0% | -98.7% | +408.7% | +296.4% |
| All | +310.0% | -98.6% | +408.6% | +296.4% |
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