+270.1%
VSAT vs AMP
+61.6%
+208.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.2% | -6.1% | -5.7% |
| 7D | +5.9% | +3.9% | +2.0% | +3.5% |
| 30D | +9.7% | +5.1% | +4.6% | +5.7% |
| 3M | -18.3% | -8.7% | -9.6% | -13.4% |
| 6M | -4.1% | +11.4% | -15.5% | -12.6% |
| YTD | +96.5% | +7.3% | +89.2% | +82.0% |
| 1Y | +89.3% | +14.6% | +74.7% | +66.4% |
| 3Y | +270.1% | +61.2% | +208.8% | +120.9% |
| All | +270.1% | +61.6% | +208.5% | +120.9% |
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