+866.2%
AMBA vs VEU
+179.2%
+687.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +5.8% |
| 7D | -7.2% | -1.6% | -5.6% | -4.6% |
| 30D | -10.4% | -4.3% | -6.0% | -3.5% |
| 3M | -30.1% | -5.8% | -24.3% | -22.8% |
| 6M | -22.4% | -4.4% | -18.1% | -14.7% |
| YTD | -17.3% | +8.7% | -26.0% | -25.5% |
| 1Y | -35.4% | +12.6% | -48.0% | -44.9% |
| 3Y | +18.6% | +65.2% | -46.6% | -40.4% |
| 5Y | -69.8% | +45.5% | -115.4% | -80.4% |
| 10Y | +1.1% | +142.7% | -141.6% | -61.9% |
| All | +866.2% | +179.2% | +687.0% | +197.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling