-53.9%
AMBA vs VEU
+56.2%
-110.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -1.9% |
| 7D | -11.0% | +1.1% | -12.1% | -13.2% |
| 30D | -23.2% | +2.2% | -25.3% | -26.6% |
| 3M | -12.7% | +3.0% | -15.7% | -16.5% |
| 6M | +11.2% | +10.9% | +0.4% | -9.3% |
| YTD | -11.2% | +18.2% | -29.4% | -37.0% |
| 1Y | -22.5% | +28.3% | -50.8% | -53.6% |
| 3Y | -1.3% | +74.6% | -75.9% | -68.7% |
| All | -53.9% | +56.2% | -110.1% | -76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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