+372.7%
VZ vs AMP
+1,956.1%
-1,583.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.5% | +0.1% |
| 7D | +2.2% | +2.8% | -0.5% | +1.6% |
| 30D | +10.6% | +3.6% | +7.0% | +9.7% |
| 3M | -0.6% | -6.1% | +5.5% | +0.7% |
| 6M | +0.7% | +11.7% | -10.9% | -2.0% |
| YTD | +20.6% | +6.7% | +13.9% | +18.0% |
| 1Y | +22.7% | +13.8% | +8.9% | +18.2% |
| 3Y | +57.2% | +61.9% | -4.7% | +37.6% |
| 5Y | +21.4% | +82.0% | -60.6% | +1.4% |
| 10Y | +65.5% | +513.8% | -448.4% | -3.8% |
| All | +372.7% | +1,956.1% | -1,583.4% | +70.6% |
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