+2,786.5%
VRTX vs AMP
+2,123.7%
+662.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.9% |
| 7D | +0.8% | +0.2% | +0.6% | +0.7% |
| 30D | +12.6% | -0.1% | +12.7% | +12.6% |
| 3M | +23.6% | +23.6% | +0.1% | +15.0% |
| 6M | +14.3% | +20.4% | -6.1% | +7.1% |
| YTD | +20.5% | +15.4% | +5.0% | +14.0% |
| 1Y | +37.6% | +11.0% | +26.6% | +31.6% |
| 3Y | +55.5% | +70.5% | -14.9% | +26.3% |
| 5Y | +175.7% | +121.4% | +54.4% | +98.9% |
| 10Y | +474.2% | +575.6% | -101.4% | +154.0% |
| All | +2,786.5% | +2,123.7% | +662.7% | +619.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling