+609.6%
VLO vs AMP
+118.7%
+490.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | +4.0% | -2.0% | +6.0% | +4.9% |
| 30D | +19.0% | -1.7% | +20.7% | +19.8% |
| 3M | +50.0% | +23.2% | +26.8% | +35.3% |
| 6M | +79.1% | +22.2% | +57.0% | +61.4% |
| YTD | +140.3% | +14.0% | +126.3% | +122.8% |
| 1Y | +148.3% | +14.0% | +134.3% | +129.6% |
| 3Y | +194.6% | +67.0% | +127.6% | +122.6% |
| 5Y | +609.6% | +123.2% | +486.4% | +337.5% |
| All | +609.6% | +118.7% | +490.9% | +337.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling