+473.2%
VLO vs AMP
+80.8%
+392.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +0.8% |
| 7D | +9.6% | +3.9% | +5.7% | +7.8% |
| 30D | -17.4% | +5.1% | -22.5% | -19.5% |
| 3M | +10.8% | -8.7% | +19.4% | +14.9% |
| 6M | +56.9% | +11.4% | +45.5% | +47.9% |
| YTD | +136.8% | +7.3% | +129.4% | +125.1% |
| 1Y | +120.7% | +14.6% | +106.1% | +102.6% |
| 3Y | +231.9% | +61.2% | +170.7% | +155.1% |
| All | +473.2% | +80.8% | +392.4% | +311.1% |
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