+228.7%
VTV vs AMP
+589.3%
-360.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.4% |
| 7D | -1.1% | -0.5% | -0.6% | -0.9% |
| 30D | -1.0% | -1.3% | +0.3% | -0.5% |
| 3M | +4.6% | +24.2% | -19.5% | -4.5% |
| 6M | +13.5% | +24.6% | -11.1% | +3.2% |
| YTD | +18.5% | +14.8% | +3.7% | +10.9% |
| 1Y | +22.9% | +12.8% | +10.1% | +15.6% |
| 3Y | +67.8% | +69.0% | -1.1% | +31.0% |
| 5Y | +81.8% | +124.9% | -43.0% | +22.7% |
| All | +228.7% | +589.3% | -360.6% | +43.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling