+65.6%
AMRC vs VOO
+777.9%
-712.3%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.3% | +12.5% | +12.4% |
| 7D | +6.4% | -2.7% | +9.1% | +10.9% |
| 30D | -1.5% | -5.4% | +3.9% | +7.2% |
| 3M | -15.4% | -4.1% | -11.4% | -9.4% |
| 6M | -31.5% | +0.7% | -32.3% | -30.1% |
| YTD | -26.2% | +8.7% | -34.9% | -31.7% |
| 1Y | -41.0% | +11.0% | -51.9% | -46.7% |
| 3Y | -18.8% | +75.5% | -94.2% | -60.1% |
| 5Y | -77.8% | +68.4% | -146.2% | -87.8% |
| 10Y | +336.6% | +315.7% | +20.9% | -23.3% |
| All | +65.6% | +777.9% | -712.3% | -89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling