-46.7%
AMRC vs VT
+75.0%
-121.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +5.3% | +0.4% | +4.8% | +4.1% |
| 30D | -9.8% | +1.0% | -10.8% | -11.5% |
| 3M | -29.3% | +2.4% | -31.7% | -31.2% |
| 6M | -17.8% | +12.0% | -29.8% | -34.6% |
| YTD | -21.0% | +15.3% | -36.3% | -40.4% |
| 1Y | -11.0% | +22.6% | -33.5% | -41.3% |
| All | -46.7% | +75.0% | -121.6% | -88.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling