-39.3%
VG vs AMP
+2.3%
-41.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | 0.0% |
| 7D | +1.7% | +0.2% | +1.5% | +1.5% |
| 30D | +16.0% | -0.1% | +16.1% | +15.8% |
| 3M | +9.7% | +23.6% | -13.8% | -4.6% |
| 6M | +29.6% | +20.4% | +9.2% | +14.3% |
| YTD | +112.0% | +15.4% | +96.6% | +90.9% |
| 1Y | +12.8% | +11.0% | +1.8% | +5.3% |
| All | -39.3% | +2.3% | -41.6% | -46.4% |
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 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