+3.8%
VCIT vs AMP
+121.7%
-117.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | -0.3% | +0.2% | -0.6% | -0.4% |
| 30D | -0.8% | -0.1% | -0.7% | -0.8% |
| 3M | -1.0% | +23.6% | -24.6% | -1.8% |
| 6M | -1.8% | +20.4% | -22.2% | -2.6% |
| YTD | -0.7% | +15.4% | -16.1% | -1.3% |
| 1Y | +1.0% | +11.0% | -10.0% | +0.5% |
| 3Y | +18.8% | +70.5% | -51.6% | +15.1% |
| All | +3.8% | +121.7% | -117.9% | -1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling