+47.8%
VMC vs AMP
+122.1%
-74.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.5% |
| 7D | -3.8% | -0.5% | -3.2% | -3.5% |
| 30D | -9.7% | -1.3% | -8.4% | -9.1% |
| 3M | -9.6% | +24.2% | -33.8% | -18.7% |
| 6M | -4.8% | +24.6% | -29.4% | -14.8% |
| YTD | -10.9% | +14.8% | -25.7% | -17.5% |
| 1Y | -15.6% | +12.8% | -28.4% | -21.3% |
| 3Y | +19.3% | +69.0% | -49.7% | -12.9% |
| All | +47.8% | +122.1% | -74.3% | -8.6% |
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 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