+13.1%
AMRC vs VOO
+78.5%
-65.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -0.9% |
| 7D | +17.8% | +2.6% | +15.2% | +11.6% |
| 30D | +26.6% | -2.0% | +28.6% | +32.0% |
| 3M | -8.4% | -2.8% | -5.6% | -2.3% |
| 6M | -12.1% | +2.2% | -14.3% | -12.7% |
| YTD | -13.1% | +11.5% | -24.6% | -25.2% |
| 1Y | -19.2% | +13.5% | -32.7% | -32.5% |
| 3Y | +13.1% | +78.1% | -65.0% | -82.8% |
| All | +13.1% | +78.5% | -65.4% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling