-95.2%
AMBO vs VT
+153.7%
-248.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.2% |
| 7D | -6.1% | +0.4% | -6.6% | -6.2% |
| 30D | 0.0% | +1.0% | -1.0% | -0.2% |
| 3M | -21.7% | +2.4% | -24.0% | -22.0% |
| 6M | +30.9% | +12.0% | +18.9% | +27.9% |
| YTD | -27.9% | +15.3% | -43.2% | -29.9% |
| 1Y | -39.7% | +22.6% | -62.3% | -41.9% |
| 3Y | 0.0% | +74.7% | -74.7% | -12.9% |
| 5Y | -86.7% | +66.1% | -152.9% | -88.6% |
| All | -95.2% | +153.7% | -248.9% | -95.5% |
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