+1,105.0%
AMR price history and return analytics
+78.8%
+1,026.3%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | +4.0% | +2.4% | +1.7% | +1.5% |
| 30D | -11.8% | -1.5% | -10.3% | -10.3% |
| 3M | -1.1% | -4.1% | +3.0% | +3.5% |
| 6M | -14.3% | +0.6% | -14.8% | -14.6% |
| YTD | -23.0% | +11.0% | -34.1% | -31.6% |
| 1Y | -3.5% | +13.3% | -16.8% | -16.1% |
| 3Y | -32.2% | +73.4% | -105.6% | -62.8% |
| 5Y | +205.1% | +57.4% | +147.7% | +93.2% |
| All | +1,105.0% | +78.8% | +1,026.3% | +550.0% |
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