+3.5%
VCIT vs AMBA
-68.8%
+72.3%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.6% |
| 7D | +0.4% | -8.1% | +8.5% | +0.6% |
| 30D | +2.2% | -10.8% | +12.9% | +2.4% |
| 3M | -1.8% | -25.9% | +24.1% | -1.2% |
| 6M | -1.6% | -13.9% | +12.2% | -1.7% |
| YTD | -1.7% | -14.0% | +12.3% | -2.0% |
| 1Y | -0.8% | -25.7% | +24.8% | -0.8% |
| 3Y | +19.3% | +21.5% | -2.1% | +16.3% |
| 5Y | +3.5% | -68.9% | +72.5% | +1.5% |
| All | +3.5% | -68.8% | +72.3% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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