+291.1%
VRSN vs AMP
+589.3%
-298.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.1% |
| 7D | +0.2% | -0.5% | +0.7% | +0.4% |
| 30D | +3.8% | -1.3% | +5.1% | +4.2% |
| 3M | +5.0% | +24.2% | -19.2% | -2.6% |
| 6M | +24.9% | +24.6% | +0.3% | +15.4% |
| YTD | +21.6% | +14.8% | +6.8% | +15.0% |
| 1Y | +2.4% | +12.8% | -10.4% | -2.8% |
| 3Y | +47.3% | +69.0% | -21.6% | +18.3% |
| 5Y | +34.7% | +124.9% | -90.1% | -4.1% |
| All | +291.1% | +589.3% | -298.2% | +86.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling