+55.6%
VFC vs AMP
+18.6%
+37.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.5% | 0.0% | +1.5% |
| 7D | +21.5% | +7.7% | +13.8% | +15.9% |
| 30D | +46.7% | +6.6% | +40.1% | +40.6% |
| 3M | +38.4% | -4.7% | +43.1% | +42.4% |
| 6M | +15.2% | +12.9% | +2.3% | +6.0% |
| YTD | +17.8% | +8.6% | +9.2% | +7.3% |
| 1Y | +55.6% | +18.2% | +37.3% | +23.3% |
| All | +55.6% | +18.6% | +37.0% | +23.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling