-34.9%
VST vs AMP
+18.6%
-53.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +4.5% | -18.3% | -13.5% |
| 7D | -15.7% | +7.7% | -23.4% | -15.5% |
| 30D | -17.0% | +6.6% | -23.5% | -16.7% |
| 3M | -15.9% | -4.7% | -11.2% | -15.1% |
| 6M | -25.0% | +12.9% | -37.9% | -24.9% |
| YTD | -25.1% | +8.6% | -33.7% | -26.3% |
| 1Y | -34.9% | +18.2% | -53.1% | -37.2% |
| All | -34.9% | +18.6% | -53.4% | -37.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling