+193.8%
VLO vs AMP
+64.9%
+128.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.0% |
| 7D | +6.2% | 0.0% | +6.2% | +6.2% |
| 30D | +23.5% | -1.0% | +24.5% | +24.0% |
| 3M | +53.9% | +23.2% | +30.6% | +39.7% |
| 6M | +81.7% | +20.4% | +61.3% | +66.1% |
| YTD | +142.5% | +13.6% | +128.8% | +126.7% |
| 1Y | +145.4% | +13.4% | +132.1% | +129.2% |
| All | +193.8% | +64.9% | +128.9% | +127.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling