+569.3%
AMP vs VO
+200.3%
+369.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | 0.0% | -0.4% |
| 7D | -0.5% | -1.5% | +1.0% | +1.6% |
| 30D | -1.3% | -3.0% | +1.7% | +3.1% |
| 3M | +24.2% | +2.8% | +21.4% | +19.2% |
| 6M | +24.6% | +10.9% | +13.6% | +6.7% |
| YTD | +14.8% | +12.5% | +2.4% | -3.4% |
| 1Y | +12.8% | +12.0% | +0.8% | -4.5% |
| 3Y | +69.0% | +56.3% | +12.7% | -12.3% |
| 5Y | +124.9% | +42.9% | +81.9% | +33.7% |
| All | +569.3% | +200.3% | +369.1% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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