-41.0%
AMRC price history and return analytics
+10.5%
-51.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.2% | +12.6% | +12.2% |
| 7D | +6.4% | -2.3% | +8.7% | +13.5% |
| 30D | -1.5% | -5.0% | +3.5% | +14.2% |
| 3M | -15.4% | -4.9% | -10.5% | -1.4% |
| 6M | -31.5% | -1.5% | -30.0% | -24.5% |
| YTD | -26.2% | +8.5% | -34.7% | -32.3% |
| 1Y | -41.0% | +11.4% | -52.3% | -48.6% |
| All | -41.0% | +10.5% | -51.5% | -48.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling