+58.9%
VOO vs AMIX
-100.0%
+158.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.4% |
| 7D | +2.6% | -9.9% | +12.4% | +2.6% |
| 30D | -2.0% | -52.8% | +50.8% | -1.7% |
| 3M | -2.8% | -80.0% | +77.3% | -2.1% |
| 6M | +2.2% | -80.2% | +82.4% | +1.7% |
| YTD | +11.5% | -88.1% | +99.7% | +11.3% |
| 1Y | +13.5% | -91.1% | +104.6% | +13.3% |
| All | +58.9% | -100.0% | +158.8% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 5y: compounded portfolio wealth divided by compounded AMIX 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…
5y analysis · Full analysis span regression · 6 months rolling