+953.6%
VRT vs AMP
+120.7%
+833.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.9% | -8.7% | -8.8% |
| 7D | +2.4% | 0.0% | +2.4% | +2.5% |
| 30D | -2.7% | -1.0% | -1.7% | -1.9% |
| 3M | -9.2% | +23.2% | -32.4% | -25.7% |
| 6M | -0.5% | +20.4% | -20.9% | -17.3% |
| YTD | +62.3% | +13.6% | +48.7% | +39.0% |
| 1Y | +109.6% | +13.4% | +96.2% | +78.6% |
| 3Y | +573.1% | +66.5% | +506.6% | +283.7% |
| 5Y | +953.6% | +120.2% | +833.4% | +377.1% |
| All | +953.6% | +120.7% | +833.0% | +377.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling