+23.6%
VRT vs AMP
+12.5%
+11.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.2% | -4.8% | -3.8% |
| 7D | +10.5% | +3.9% | +6.6% | +9.9% |
| 30D | -9.3% | +5.1% | -14.4% | -9.6% |
| 3M | -29.6% | -8.7% | -20.9% | -28.3% |
| 6M | -45.4% | +11.4% | -56.8% | -46.0% |
| YTD | +24.8% | +7.3% | +17.5% | +17.9% |
| 1Y | +23.6% | +14.6% | +9.1% | +10.2% |
| All | +23.6% | +12.5% | +11.1% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling