-89.1%
AMCI price history and return analytics
+78.5%
-167.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -47.1% | -2.3% | -44.8% | -45.4% |
| 30D | -62.2% | -5.0% | -57.2% | -60.1% |
| 3M | -76.1% | -4.9% | -71.2% | -74.7% |
| 6M | -82.6% | -1.5% | -81.1% | -81.8% |
| YTD | -86.1% | +8.5% | -94.6% | -85.8% |
| 1Y | -86.0% | +11.4% | -97.4% | -85.7% |
| 3Y | -89.7% | +70.1% | -159.7% | -89.5% |
| All | -89.1% | +78.5% | -167.6% | -89.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling