+569.3%
AMP vs VIG
+250.0%
+319.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | -0.4% |
| 7D | -0.5% | -1.1% | +0.5% | +1.2% |
| 30D | -1.3% | -2.7% | +1.4% | +3.4% |
| 3M | +24.2% | +2.5% | +21.6% | +19.2% |
| 6M | +24.6% | +9.2% | +15.3% | +7.4% |
| YTD | +14.8% | +9.8% | +5.0% | -1.7% |
| 1Y | +12.8% | +12.4% | +0.4% | -7.1% |
| 3Y | +69.0% | +55.9% | +13.1% | -19.6% |
| 5Y | +124.9% | +63.9% | +60.9% | -0.3% |
| All | +569.3% | +250.0% | +319.3% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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