+827.8%
VOO vs AMT
+391.4%
+436.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | 0.0% |
| 7D | +0.1% | -0.2% | +0.3% | +0.2% |
| 30D | +0.1% | +4.6% | -4.6% | -1.5% |
| 3M | +2.0% | -8.4% | +10.5% | +4.6% |
| 6M | +13.0% | -6.0% | +19.1% | +14.4% |
| YTD | +13.6% | +2.1% | +11.5% | +11.2% |
| 1Y | +20.1% | -6.4% | +26.5% | +20.9% |
| 3Y | +77.6% | +8.1% | +69.5% | +62.4% |
| 5Y | +82.4% | -31.9% | +114.4% | +99.3% |
| 10Y | +316.8% | +97.1% | +219.7% | +186.3% |
| All | +827.8% | +391.4% | +436.3% | +311.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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