+6.0%
AMBA vs VYM
+66.8%
-60.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.4% | +1.9% |
| 7D | -6.4% | +0.1% | -6.5% | -6.8% |
| 30D | -26.8% | -1.3% | -25.6% | -24.8% |
| 3M | -7.6% | +4.1% | -11.7% | -16.2% |
| 6M | +21.2% | +9.8% | +11.4% | -2.7% |
| YTD | -10.4% | +15.3% | -25.7% | -35.3% |
| 1Y | -24.4% | +20.0% | -44.4% | -50.0% |
| 3Y | +6.0% | +66.2% | -60.2% | -62.9% |
| All | +6.0% | +66.8% | -60.8% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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