+119.1%
AMRC vs VT
+439.2%
-320.1%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | +11.8% | -1.6% | +13.5% | +14.6% |
| 30D | +3.3% | -2.5% | +5.8% | +7.6% |
| 3M | -2.0% | -1.3% | -0.7% | +1.3% |
| 6M | -29.0% | +3.1% | -32.0% | -29.8% |
| YTD | -23.9% | +10.9% | -34.9% | -31.5% |
| 1Y | -44.3% | +12.1% | -56.4% | -50.3% |
| 3Y | -25.3% | +73.9% | -99.2% | -61.7% |
| 5Y | -76.9% | +58.0% | -134.9% | -85.8% |
| 10Y | +364.2% | +225.5% | +138.7% | +26.6% |
| All | +119.1% | +439.2% | -320.1% | -59.8% |
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 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