+1,117.2%
AMR price history and return analytics
+79.3%
+1,037.9%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | +8.5% | +2.9% | +5.6% | +5.3% |
| 30D | -15.5% | -2.5% | -13.0% | -13.1% |
| 3M | -2.6% | -3.3% | +0.8% | +1.1% |
| 6M | -17.3% | +1.5% | -18.9% | -18.5% |
| YTD | -22.2% | +11.4% | -33.6% | -31.1% |
| 1Y | -8.5% | +11.9% | -20.4% | -19.3% |
| 3Y | -30.3% | +73.9% | -104.2% | -61.9% |
| 5Y | +208.2% | +57.9% | +150.3% | +94.6% |
| All | +1,117.2% | +79.3% | +1,037.9% | +554.6% |
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