+1,238.2%
VST vs AMP
+566.7%
+671.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.9% |
| 7D | +9.9% | +2.6% | +7.3% | +8.7% |
| 30D | +7.9% | +0.8% | +7.1% | +7.5% |
| 3M | +3.4% | +24.3% | -20.8% | -6.1% |
| 6M | -4.1% | +20.6% | -24.7% | -12.2% |
| YTD | -5.7% | +14.6% | -20.3% | -12.3% |
| 1Y | -18.9% | +14.5% | -33.4% | -24.7% |
| 3Y | +359.1% | +67.9% | +291.1% | +267.4% |
| 5Y | +766.9% | +122.5% | +644.4% | +508.4% |
| All | +1,238.2% | +566.7% | +671.5% | +545.0% |
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