+11.1%
AMBA vs VLTO
+54.8%
-43.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.7% | +5.9% |
| 7D | -7.2% | +5.4% | -12.6% | -9.6% |
| 30D | -10.4% | +22.3% | -32.7% | -19.4% |
| 3M | -30.1% | +19.6% | -49.7% | -36.5% |
| 6M | -22.4% | +35.2% | -57.6% | -36.0% |
| YTD | -17.3% | +17.9% | -35.2% | -24.7% |
| 1Y | -35.4% | +19.5% | -54.9% | -41.8% |
| 3Y | +18.6% | +73.9% | -55.3% | -13.3% |
| All | +11.1% | +54.8% | -43.7% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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