-89.1%
AMCI price history and return analytics
+78.1%
-167.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -30.6% | -4.1% | -26.5% | -27.2% |
| 7D | -55.5% | -4.2% | -51.3% | -53.3% |
| 30D | -62.5% | -5.8% | -56.7% | -60.1% |
| 3M | -77.1% | -5.2% | -71.9% | -75.7% |
| 6M | -82.2% | +0.1% | -82.4% | -81.5% |
| YTD | -86.1% | +8.2% | -94.3% | -85.8% |
| 1Y | -85.4% | +10.1% | -95.5% | -85.0% |
| 3Y | -89.6% | +69.7% | -159.3% | -89.5% |
| All | -89.1% | +78.1% | -167.2% | -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 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