+195.9%
AMR price history and return analytics
+57.4%
+138.5%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +2.3% |
| 7D | +0.6% | +0.4% | +0.2% | +0.4% |
| 30D | -14.6% | -2.6% | -12.0% | -12.1% |
| 3M | +2.1% | -3.2% | +5.3% | +5.7% |
| 6M | -15.7% | +0.9% | -16.7% | -16.3% |
| YTD | -22.4% | +11.3% | -33.7% | -30.7% |
| 1Y | -8.4% | +14.0% | -22.4% | -20.2% |
| 3Y | -29.2% | +75.8% | -105.0% | -60.2% |
| 5Y | +195.9% | +57.8% | +138.1% | +96.2% |
| All | +195.9% | +57.4% | +138.5% | +96.2% |
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