+814.4%
VOO vs AME
+1,219.2%
-404.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.6% |
| 7D | +3.3% | +8.1% | -4.8% | -0.9% |
| 30D | -2.7% | -3.8% | +1.1% | -1.0% |
| 3M | -1.7% | -6.6% | +4.9% | +1.3% |
| 6M | +3.1% | +4.6% | -1.4% | -0.1% |
| YTD | +11.9% | +17.9% | -6.0% | +1.1% |
| 1Y | +12.1% | +23.2% | -11.2% | -1.2% |
| 3Y | +78.6% | +62.9% | +15.6% | +32.3% |
| 5Y | +73.8% | +77.5% | -3.7% | +22.0% |
| 10Y | +312.3% | +444.7% | -132.4% | +57.5% |
| All | +814.4% | +1,219.2% | -404.8% | +120.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling