+314.1%
VOO vs AME
+427.9%
-113.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.1% |
| 7D | -2.0% | 0.0% | -2.0% | -2.0% |
| 30D | -1.7% | -8.6% | +6.9% | +3.2% |
| 3M | +4.7% | +5.8% | -1.0% | +1.2% |
| 6M | +12.6% | +3.8% | +8.7% | +9.4% |
| YTD | +11.8% | +14.4% | -2.7% | +2.5% |
| 1Y | +17.5% | +25.8% | -8.2% | +1.7% |
| 3Y | +77.0% | +55.2% | +21.8% | +32.6% |
| 5Y | +82.6% | +85.5% | -3.0% | +21.7% |
| All | +314.1% | +427.9% | -113.8% | +72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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