+397.6%
VRT vs AMP
+59.7%
+337.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -1.2% | +9.2% | +8.8% |
| 7D | +18.6% | +1.2% | +17.5% | +17.7% |
| 30D | -11.7% | +4.4% | -16.1% | -14.7% |
| 3M | -27.3% | -8.8% | -18.5% | -22.9% |
| 6M | -42.9% | +9.9% | -52.8% | -47.7% |
| YTD | +29.5% | +6.1% | +23.4% | +18.7% |
| 1Y | +21.0% | +10.6% | +10.5% | +6.6% |
| All | +397.6% | +59.7% | +337.9% | +170.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling