+77.4%
AMRC vs VOO
+817.1%
-739.7%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.2% |
| 7D | +5.3% | +0.1% | +5.2% | +5.1% |
| 30D | -9.8% | +0.1% | -9.8% | -9.6% |
| 3M | -29.3% | +2.0% | -31.3% | -29.9% |
| 6M | -17.8% | +13.0% | -30.8% | -29.1% |
| YTD | -21.0% | +13.6% | -34.5% | -31.7% |
| 1Y | -11.0% | +20.1% | -31.0% | -28.4% |
| 3Y | -47.5% | +77.6% | -125.0% | -74.7% |
| 5Y | -67.9% | +82.4% | -150.3% | -84.3% |
| 10Y | +355.7% | +316.8% | +38.9% | -21.1% |
| All | +77.4% | +817.1% | -739.7% | -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