+153.0%
VLO vs AMP
+14.8%
+138.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.2% |
| 7D | +5.3% | -0.5% | +5.8% | +5.4% |
| 30D | +18.2% | -1.3% | +19.6% | +18.4% |
| 3M | +53.3% | +24.2% | +29.1% | +49.0% |
| 6M | +70.4% | +24.6% | +45.9% | +66.0% |
| YTD | +143.4% | +14.8% | +128.6% | +140.6% |
| 1Y | +153.0% | +12.8% | +140.2% | +152.7% |
| All | +153.0% | +14.8% | +138.2% | +152.7% |
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 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