+166.9%
VEA vs AMP
+1,213.4%
-1,046.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -2.1% | -2.0% | 0.0% | -1.3% |
| 30D | -1.1% | -1.7% | +0.6% | -0.5% |
| 3M | +5.1% | +23.2% | -18.2% | -3.2% |
| 6M | +9.8% | +22.2% | -12.4% | +1.3% |
| YTD | +15.9% | +14.0% | +1.9% | +9.3% |
| 1Y | +24.6% | +14.0% | +10.6% | +17.2% |
| 3Y | +75.5% | +67.0% | +8.5% | +40.2% |
| 5Y | +59.4% | +123.2% | -63.8% | +11.9% |
| 10Y | +160.3% | +578.5% | -418.2% | +9.0% |
| All | +166.9% | +1,213.4% | -1,046.5% | -27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling