+192.7%
VSH vs AMP
+589.3%
-396.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.7% | +5.4% | +5.7% |
| 7D | +4.8% | -0.5% | +5.3% | +5.1% |
| 30D | -0.7% | -1.3% | +0.6% | 0.0% |
| 3M | -43.1% | +24.2% | -67.2% | -51.1% |
| 6M | +91.8% | +24.6% | +67.2% | +63.6% |
| YTD | +131.6% | +14.8% | +116.8% | +107.2% |
| 1Y | +118.1% | +12.8% | +105.3% | +97.4% |
| 3Y | +40.9% | +69.0% | -28.1% | -0.1% |
| 5Y | +75.8% | +124.9% | -49.1% | +2.0% |
| All | +192.7% | +589.3% | -396.5% | -2.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling