+581.1%
VTV vs AMP
+2,112.0%
-1,530.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -0.6% |
| 3M | +4.6% | +24.2% | -19.5% | -4.1% |
| 6M | +13.5% | +24.6% | -11.1% | +3.6% |
| YTD | +18.5% | +14.8% | +3.7% | +11.2% |
| 1Y | +22.9% | +12.8% | +10.1% | +15.9% |
| 3Y | +67.8% | +69.0% | -1.1% | +33.1% |
| 5Y | +81.8% | +124.9% | -43.0% | +26.2% |
| 10Y | +233.0% | +583.5% | -350.5% | +39.1% |
| All | +581.1% | +2,112.0% | -1,530.9% | +59.9% |
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