+1,002.6%
VST vs AMP
+500.6%
+502.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.5% | +12.1% | +11.2% |
| 7D | -9.8% | +2.2% | -12.0% | -11.0% |
| 30D | -25.1% | +2.2% | -27.4% | -26.3% |
| 3M | -11.6% | -10.4% | -1.2% | -8.1% |
| 6M | -20.9% | +5.8% | -26.8% | -23.8% |
| YTD | -22.3% | +3.3% | -25.6% | -25.0% |
| 1Y | -32.0% | +11.1% | -43.1% | -36.6% |
| 3Y | +262.4% | +56.0% | +206.3% | +197.6% |
| 5Y | +563.4% | +76.1% | +487.3% | +408.5% |
| 10Y | +1,120.7% | +590.2% | +530.5% | +508.2% |
| All | +1,002.6% | +500.6% | +502.0% | +451.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling