+108.9%
AMRC vs VT
+448.4%
-339.4%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.3% | -7.1% |
| 7D | +4.6% | -0.3% | +4.9% | +4.9% |
| 30D | -1.1% | -1.4% | +0.3% | +1.2% |
| 3M | -23.9% | -1.4% | -22.6% | -21.8% |
| 6M | -32.5% | +5.5% | -38.0% | -35.6% |
| YTD | -27.4% | +12.8% | -40.3% | -36.3% |
| 1Y | -41.4% | +15.4% | -56.9% | -50.1% |
| 3Y | -28.7% | +76.9% | -105.6% | -64.5% |
| 5Y | -77.7% | +60.4% | -138.1% | -86.6% |
| 10Y | +329.3% | +232.8% | +96.5% | +13.3% |
| All | +108.9% | +448.4% | -339.4% | -62.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling