-96.4%
AMBO vs VT
+138.1%
-234.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.1% | -4.0% | -7.3% |
| 7D | -4.5% | -4.2% | -0.3% | -3.7% |
| 30D | -19.6% | -5.8% | -13.8% | -18.6% |
| 3M | -25.6% | -5.2% | -20.4% | -24.9% |
| 6M | -34.2% | +0.1% | -34.4% | -34.3% |
| YTD | -46.4% | +8.2% | -54.6% | -47.2% |
| 1Y | -56.5% | +10.1% | -66.6% | -57.3% |
| 3Y | +1.4% | +69.7% | -68.3% | -11.6% |
| 5Y | -88.4% | +53.4% | -141.8% | -89.9% |
| All | -96.4% | +138.1% | -234.5% | -96.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling