-23.1%
AMRC vs VT
+12.5%
-35.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.0% | -0.5% | +23.5% | +24.3% |
| 7D | +24.0% | -0.1% | +24.1% | +23.9% |
| 30D | +29.5% | -3.1% | +32.5% | +41.6% |
| 3M | +9.3% | -3.5% | +12.8% | +22.2% |
| 6M | -7.8% | +0.5% | -8.3% | -4.4% |
| YTD | -5.7% | +10.8% | -16.5% | -18.7% |
| 1Y | -23.1% | +11.9% | -35.0% | -34.9% |
| All | -23.1% | +12.5% | -35.6% | -34.9% |
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