+76.5%
VUG vs AMP
+118.7%
-42.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.7% |
| 7D | -1.9% | -2.0% | +0.2% | -0.9% |
| 30D | -1.6% | -1.7% | +0.1% | -0.8% |
| 3M | +4.4% | +23.2% | -18.8% | -6.5% |
| 6M | +13.2% | +22.2% | -9.0% | +1.5% |
| YTD | +7.5% | +14.0% | -6.5% | -0.8% |
| 1Y | +12.5% | +14.0% | -1.5% | +3.4% |
| 3Y | +86.0% | +67.0% | +19.0% | +34.2% |
| 5Y | +76.5% | +123.2% | -46.7% | +5.0% |
| All | +76.5% | +118.7% | -42.2% | +5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling