+2,337.8%
VGT vs AMP
+2,089.3%
+248.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.2% |
| 7D | +1.5% | 0.0% | +1.5% | +1.5% |
| 30D | +0.5% | -1.0% | +1.5% | +0.9% |
| 3M | +5.3% | +23.2% | -18.0% | -3.2% |
| 6M | +32.4% | +20.4% | +12.0% | +22.6% |
| YTD | +28.6% | +13.6% | +14.9% | +21.2% |
| 1Y | +37.6% | +13.4% | +24.3% | +29.6% |
| 3Y | +125.5% | +66.5% | +59.0% | +82.5% |
| 5Y | +135.2% | +120.2% | +15.0% | +70.6% |
| 10Y | +812.9% | +576.5% | +236.4% | +313.6% |
| All | +2,337.8% | +2,089.3% | +248.5% | +555.6% |
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