+16.3%
VTRS vs AMP
+2,112.0%
-2,095.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.5% |
| 7D | -2.2% | -0.5% | -1.7% | -2.0% |
| 30D | +3.3% | -1.3% | +4.6% | +3.8% |
| 3M | +2.0% | +24.2% | -22.2% | -6.0% |
| 6M | +19.9% | +24.6% | -4.6% | +10.1% |
| YTD | +35.7% | +14.8% | +20.9% | +27.8% |
| 1Y | +68.1% | +12.8% | +55.3% | +59.0% |
| 3Y | +87.1% | +69.0% | +18.1% | +49.7% |
| 5Y | +47.6% | +124.9% | -77.2% | +5.2% |
| 10Y | -48.2% | +583.5% | -631.7% | -76.7% |
| All | +16.3% | +2,112.0% | -2,095.8% | -69.0% |
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