+18.6%
AMBA vs VOO
+75.5%
-56.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +5.4% |
| 7D | -7.2% | -2.7% | -4.5% | -0.9% |
| 30D | -10.4% | -5.4% | -5.0% | +2.6% |
| 3M | -30.1% | -4.1% | -26.1% | -22.6% |
| 6M | -22.4% | +0.7% | -23.2% | -21.8% |
| YTD | -17.3% | +8.7% | -26.1% | -29.2% |
| 1Y | -35.4% | +11.0% | -46.3% | -47.1% |
| 3Y | +18.6% | +75.5% | -56.8% | -64.4% |
| All | +18.6% | +75.5% | -56.9% | -64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling