+1,934.0%
VRT vs AMP
+329.6%
+1,604.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.2% | -4.8% | -4.3% |
| 7D | +10.5% | +3.9% | +6.6% | +8.3% |
| 30D | -9.3% | +5.1% | -14.4% | -12.2% |
| 3M | -29.6% | -8.7% | -20.9% | -26.5% |
| 6M | -45.4% | +11.4% | -56.8% | -49.2% |
| YTD | +24.8% | +7.3% | +17.5% | +16.9% |
| 1Y | +23.6% | +14.6% | +9.1% | +11.6% |
| 3Y | +379.7% | +61.2% | +318.4% | +266.7% |
| 5Y | +660.3% | +81.0% | +579.3% | +456.3% |
| All | +1,934.0% | +329.6% | +1,604.4% | +925.8% |
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