-41.4%
AMRC vs VT
+15.2%
-56.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.3% | -9.5% |
| 7D | +4.6% | -0.3% | +4.9% | +5.2% |
| 30D | -1.1% | -1.4% | +0.3% | +3.3% |
| 3M | -23.9% | -1.4% | -22.6% | -20.0% |
| 6M | -32.5% | +5.5% | -38.0% | -37.8% |
| YTD | -27.4% | +12.8% | -40.3% | -40.6% |
| 1Y | -41.4% | +15.4% | -56.9% | -54.3% |
| All | -41.4% | +15.2% | -56.6% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling