+1,134.6%
AMR price history and return analytics
+78.4%
+1,056.3%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.1% |
| 7D | +3.3% | -0.1% | +3.4% | +3.6% |
| 30D | -13.2% | -3.1% | -10.1% | -10.2% |
| 3M | +2.5% | -3.5% | +6.0% | +6.6% |
| 6M | -14.4% | +0.5% | -14.8% | -14.6% |
| YTD | -21.1% | +10.8% | -31.9% | -29.7% |
| 1Y | -4.6% | +11.9% | -16.5% | -15.8% |
| 3Y | -29.3% | +73.0% | -102.3% | -61.1% |
| 5Y | +217.8% | +58.6% | +159.1% | +98.4% |
| All | +1,134.6% | +78.4% | +1,056.3% | +567.7% |
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 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