-28.1%
AMBP vs VT
+66.2%
-94.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.7% |
| 7D | -2.5% | +0.4% | -3.0% | -3.0% |
| 30D | -1.6% | +1.0% | -2.5% | -2.5% |
| 3M | +29.1% | +2.4% | +26.7% | +25.8% |
| 6M | +11.4% | +12.0% | -0.6% | -1.0% |
| YTD | +28.2% | +15.3% | +12.9% | +10.4% |
| 1Y | +48.1% | +22.6% | +25.5% | +19.3% |
| 3Y | +88.5% | +74.7% | +13.8% | +1.0% |
| All | -28.1% | +66.2% | -94.3% | -61.0% |
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