+122.5%
AMP vs VIG
+63.0%
+59.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | -0.3% |
| 7D | -0.5% | -1.1% | +0.5% | +1.0% |
| 30D | -1.3% | -2.7% | +1.4% | +2.7% |
| 3M | +24.2% | +2.5% | +21.6% | +19.8% |
| 6M | +24.6% | +9.2% | +15.3% | +9.5% |
| YTD | +14.8% | +9.8% | +5.0% | +0.4% |
| 1Y | +12.8% | +12.4% | +0.4% | -4.6% |
| 3Y | +69.0% | +55.9% | +13.1% | -11.1% |
| All | +122.5% | +63.0% | +59.5% | +10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling