+312.2%
VOO vs AMC
-98.8%
+411.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | -0.3% |
| 7D | +3.3% | +8.4% | -5.2% | +3.1% |
| 30D | -2.7% | +9.2% | -11.8% | -2.9% |
| 3M | -1.7% | +32.0% | -33.8% | -2.4% |
| 6M | +3.1% | +149.3% | -146.1% | +0.8% |
| YTD | +11.9% | +114.1% | -102.2% | +9.6% |
| 1Y | +12.1% | +35.8% | -23.7% | +10.6% |
| 3Y | +78.6% | -58.3% | +136.9% | +78.1% |
| 5Y | +73.8% | -99.2% | +173.0% | +80.3% |
| All | +312.2% | -98.8% | +411.0% | +300.3% |
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