+348.0%
VT vs AMP
+1,637.4%
-1,289.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.4% | -0.6% | -2.8% |
| 7D | -4.2% | +2.3% | -6.5% | -5.0% |
| 30D | -5.8% | +2.6% | -8.4% | -6.8% |
| 3M | -5.2% | -9.2% | +4.0% | -2.0% |
| 6M | +0.1% | +7.6% | -7.5% | -3.3% |
| YTD | +8.2% | +4.9% | +3.3% | +5.0% |
| 1Y | +10.1% | +12.4% | -2.3% | +3.9% |
| 3Y | +69.7% | +57.3% | +12.4% | +38.5% |
| 5Y | +53.4% | +78.8% | -25.4% | +17.1% |
| 10Y | +219.2% | +601.0% | -381.8% | +32.8% |
| All | +348.0% | +1,637.4% | -1,289.4% | +17.0% |
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 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