-20.9%
VST vs AMP
+11.4%
-32.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.6% |
| 7D | +8.9% | +0.2% | +8.7% | +8.8% |
| 30D | +6.2% | -0.1% | +6.3% | +6.2% |
| 3M | -2.7% | +23.6% | -26.3% | -4.4% |
| 6M | -8.4% | +20.4% | -28.7% | -9.4% |
| YTD | -7.2% | +15.4% | -22.6% | -9.4% |
| 1Y | -20.9% | +11.0% | -31.9% | -22.3% |
| All | -20.9% | +11.4% | -32.3% | -22.3% |
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 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