-53.9%
AMBA vs VT
+66.2%
-120.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.7% |
| 7D | -11.0% | +0.4% | -11.4% | -12.1% |
| 30D | -23.2% | +1.0% | -24.1% | -24.9% |
| 3M | -12.7% | +2.4% | -15.1% | -15.9% |
| 6M | +11.2% | +12.0% | -0.8% | -13.3% |
| YTD | -11.2% | +15.3% | -26.6% | -35.1% |
| 1Y | -22.5% | +22.6% | -45.1% | -50.4% |
| 3Y | -1.3% | +74.7% | -76.0% | -70.6% |
| All | -53.9% | +66.2% | -120.1% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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