+818.4%
VOO vs AMP
+1,512.0%
-693.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.1% |
| 7D | -0.4% | 0.0% | -0.4% | -0.4% |
| 30D | -1.4% | -1.0% | -0.4% | -1.0% |
| 3M | +3.7% | +23.2% | -19.5% | -5.3% |
| 6M | +13.0% | +20.4% | -7.4% | +3.9% |
| YTD | +12.4% | +13.6% | -1.2% | +5.4% |
| 1Y | +18.6% | +13.4% | +5.2% | +11.0% |
| 3Y | +78.1% | +66.5% | +11.6% | +39.4% |
| 5Y | +82.3% | +120.2% | -38.0% | +24.4% |
| 10Y | +322.5% | +576.5% | -254.0% | +63.1% |
| All | +818.4% | +1,512.0% | -693.6% | +126.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling