-7.5%
AMBO vs VT
+69.4%
-76.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.1% | -4.0% | -9.3% |
| 7D | -4.5% | -4.2% | -0.3% | -5.8% |
| 30D | -19.6% | -5.8% | -13.8% | -21.1% |
| 3M | -25.6% | -5.2% | -20.4% | -26.9% |
| 6M | -34.2% | +0.1% | -34.4% | -33.7% |
| YTD | -46.4% | +8.2% | -54.6% | -44.4% |
| 1Y | -56.5% | +10.1% | -66.6% | -54.3% |
| All | -7.5% | +69.4% | -76.9% | +52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling