-72.4%
AMRC price history and return analytics
+59.8%
-132.2%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.2% | -6.5% |
| 7D | +24.8% | -0.7% | +25.4% | +26.7% |
| 30D | +26.9% | -1.7% | +28.7% | +31.9% |
| 3M | +2.4% | -2.3% | +4.7% | +8.6% |
| 6M | -13.3% | +1.5% | -14.8% | -12.7% |
| YTD | -9.5% | +12.0% | -21.5% | -24.7% |
| 1Y | -24.5% | +12.9% | -37.3% | -37.9% |
| 3Y | +18.9% | +74.9% | -56.0% | -58.0% |
| 5Y | -72.4% | +59.9% | -132.3% | -87.6% |
| All | -72.4% | +59.8% | -132.2% | -87.6% |
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 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