+75.3%
AMBQ vs VT
+13.3%
+62.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +1.1% | +10.1% | +7.6% |
| 7D | +21.2% | -0.7% | +21.9% | +26.0% |
| 30D | -9.2% | -1.7% | -7.5% | -2.1% |
| 3M | -22.9% | -2.3% | -20.6% | -15.2% |
| 6M | +10.2% | +1.5% | +8.7% | +12.2% |
| YTD | +76.6% | +12.0% | +64.6% | +40.6% |
| 1Y | +75.3% | +12.9% | +62.4% | +36.8% |
| All | +75.3% | +13.3% | +62.0% | +36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling