-80.4%
AMRC vs VT
+53.2%
-133.6%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -4.1% | -5.8% | -1.0% |
| 7D | -8.8% | -4.2% | -4.6% | +0.1% |
| 30D | -15.6% | -5.8% | -9.8% | -3.5% |
| 3M | -25.4% | -5.2% | -20.1% | -15.2% |
| 6M | -37.8% | +0.1% | -37.9% | -35.0% |
| YTD | -34.6% | +8.2% | -42.9% | -41.2% |
| 1Y | -48.9% | +10.1% | -59.0% | -55.5% |
| 3Y | -35.8% | +69.7% | -105.4% | -75.7% |
| 5Y | -80.4% | +53.4% | -133.7% | -90.4% |
| All | -80.4% | +53.2% | -133.6% | -90.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling