+20.0%
VCIT vs AMP
+54.6%
-34.7%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | -0.1% |
| 7D | +0.1% | +2.2% | -2.1% | 0.0% |
| 30D | +1.9% | +2.2% | -0.3% | +1.9% |
| 3M | -1.4% | -10.4% | +9.0% | -1.3% |
| 6M | -2.1% | +5.8% | -8.0% | -2.2% |
| YTD | -1.6% | +3.3% | -4.9% | -1.8% |
| 1Y | -0.9% | +11.1% | -12.0% | -1.2% |
| 3Y | +20.0% | +56.0% | -36.1% | +15.4% |
| All | +20.0% | +54.6% | -34.7% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 3y: compounded portfolio wealth divided by compounded AMP 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…
3y analysis · Full analysis span regression · 6 months rolling