-22.6%
AMBP vs VT
+53.2%
-75.8%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +4.1% |
| 7D | +5.1% | -4.2% | +9.2% | +9.5% |
| 30D | +7.2% | -5.8% | +13.0% | +13.6% |
| 3M | -4.5% | -5.2% | +0.7% | +0.5% |
| 6M | +26.8% | +0.1% | +26.6% | +25.7% |
| YTD | +24.4% | +8.2% | +16.1% | +13.6% |
| 1Y | +48.7% | +10.1% | +38.6% | +33.1% |
| 3Y | +76.2% | +69.7% | +6.5% | -5.0% |
| 5Y | -22.6% | +53.4% | -76.0% | -54.7% |
| All | -22.6% | +53.2% | -75.8% | -54.7% |
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 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