+50.1%
VCIT vs AMBA
+837.3%
-787.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | -0.3% | -11.0% | +10.6% | -0.2% |
| 30D | -0.8% | -23.2% | +22.4% | -0.4% |
| 3M | -1.0% | -12.7% | +11.7% | -1.0% |
| 6M | -1.8% | +11.2% | -13.1% | -2.2% |
| YTD | -0.7% | -11.2% | +10.5% | -0.8% |
| 1Y | +1.0% | -22.5% | +23.5% | +0.9% |
| 3Y | +18.8% | -1.3% | +20.2% | +17.8% |
| 5Y | +3.5% | -54.2% | +57.6% | +2.7% |
| 10Y | +29.2% | -6.1% | +35.3% | +27.0% |
| All | +50.1% | +837.3% | -787.2% | +47.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling