+349.1%
VT vs AMP
+1,610.7%
-1,261.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.8% | +0.8% |
| 7D | -2.3% | +2.2% | -4.5% | -3.1% |
| 30D | -5.0% | +2.2% | -7.2% | -5.9% |
| 3M | -4.9% | -10.4% | +5.5% | -1.1% |
| 6M | -1.5% | +5.8% | -7.4% | -4.3% |
| YTD | +8.5% | +3.3% | +5.2% | +5.8% |
| 1Y | +11.4% | +11.1% | +0.3% | +5.5% |
| 3Y | +70.1% | +56.0% | +14.0% | +39.2% |
| 5Y | +53.7% | +76.1% | -22.3% | +18.1% |
| 10Y | +220.0% | +590.2% | -370.3% | +33.9% |
| All | +349.1% | +1,610.7% | -1,261.6% | +18.0% |
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