+52.7%
VSAT vs AMP
+118.7%
-66.1%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.3% |
| 7D | +3.4% | -2.0% | +5.5% | +4.9% |
| 30D | -12.2% | -1.7% | -10.6% | -11.3% |
| 3M | +20.6% | +23.2% | -2.6% | +3.6% |
| 6M | +60.2% | +22.2% | +38.0% | +37.6% |
| YTD | +115.3% | +14.0% | +101.3% | +93.3% |
| 1Y | +154.6% | +14.0% | +140.6% | +128.9% |
| 3Y | +211.2% | +67.0% | +144.2% | +114.8% |
| 5Y | +52.7% | +123.2% | -70.6% | -13.2% |
| All | +52.7% | +118.7% | -66.1% | -13.2% |
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 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