+81.1%
AMP vs VLTO
+23.4%
+57.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.8% |
| 7D | -2.0% | -4.5% | +2.5% | -0.3% |
| 30D | -1.7% | -4.6% | +2.9% | 0.0% |
| 3M | +23.2% | +13.3% | +9.9% | +17.1% |
| 6M | +22.2% | +2.1% | +20.1% | +20.8% |
| YTD | +14.0% | -6.1% | +20.1% | +16.4% |
| 1Y | +14.0% | -11.4% | +25.4% | +19.3% |
| All | +81.1% | +23.4% | +57.7% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VLTO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling