+801.4%
VTI vs AMP
+2,089.3%
-1,287.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.2% |
| 7D | -0.4% | 0.0% | -0.4% | -0.4% |
| 30D | -1.6% | -1.0% | -0.6% | -1.3% |
| 3M | +3.6% | +23.2% | -19.7% | -4.6% |
| 6M | +13.0% | +20.4% | -7.4% | +4.8% |
| YTD | +12.7% | +13.6% | -1.0% | +6.3% |
| 1Y | +18.4% | +13.4% | +5.0% | +11.6% |
| 3Y | +76.4% | +66.5% | +9.9% | +42.2% |
| 5Y | +73.7% | +120.2% | -46.5% | +24.4% |
| 10Y | +302.5% | +576.5% | -274.0% | +77.0% |
| All | +801.4% | +2,089.3% | -1,287.9% | +128.4% |
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