+146.2%
VXUS vs AMP
+459.2%
-313.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.4% |
| 7D | +2.1% | +3.9% | -1.8% | +0.8% |
| 30D | -1.1% | +5.1% | -6.2% | -2.9% |
| 3M | -5.6% | -8.7% | +3.0% | -2.8% |
| 6M | -2.3% | +11.4% | -13.7% | -6.5% |
| YTD | +10.4% | +7.3% | +3.0% | +6.4% |
| 1Y | +13.1% | +14.6% | -1.5% | +6.4% |
| 3Y | +68.0% | +61.2% | +6.8% | +36.5% |
| 5Y | +45.8% | +81.0% | -35.2% | +11.2% |
| All | +146.2% | +459.2% | -313.0% | +23.2% |
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