+59.9%
VEA vs AMP
+122.1%
-62.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.3% | +0.8% |
| 7D | -1.5% | -0.5% | -0.9% | -1.3% |
| 30D | -0.8% | -1.3% | +0.5% | -0.4% |
| 3M | +2.5% | +24.2% | -21.7% | -5.7% |
| 6M | +11.1% | +24.6% | -13.4% | +1.9% |
| YTD | +17.2% | +14.8% | +2.3% | +10.3% |
| 1Y | +24.5% | +12.8% | +11.7% | +17.7% |
| 3Y | +75.4% | +69.0% | +6.5% | +34.9% |
| All | +59.9% | +122.1% | -62.3% | +5.9% |
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