+1,608.3%
AMP vs VT
+346.0%
+1,262.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.8% | -1.9% |
| 7D | +2.2% | -2.3% | +4.5% | +5.8% |
| 30D | +2.2% | -5.0% | +7.2% | +10.1% |
| 3M | -10.4% | -4.9% | -5.5% | -3.8% |
| 6M | +5.8% | -1.5% | +7.4% | +6.9% |
| YTD | +3.3% | +8.5% | -5.2% | -10.5% |
| 1Y | +11.1% | +11.4% | -0.3% | -7.6% |
| 3Y | +56.0% | +70.1% | -14.0% | -32.8% |
| 5Y | +76.1% | +53.7% | +22.3% | -10.2% |
| 10Y | +590.2% | +220.0% | +370.3% | +27.3% |
| All | +1,608.3% | +346.0% | +1,262.3% | +119.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling