+158.0%
VEA vs AMBA
+12.8%
+145.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.3% | -2.3% | +2.2% |
| 7D | +0.4% | 0.0% | +0.5% | +0.3% |
| 30D | -0.7% | -8.6% | +7.9% | +0.5% |
| 3M | -3.9% | -29.0% | +25.1% | +0.5% |
| 6M | -0.6% | -19.2% | +18.7% | -0.1% |
| YTD | +12.9% | -13.0% | +25.9% | +11.3% |
| 1Y | +18.4% | -31.3% | +49.6% | +20.2% |
| 3Y | +75.3% | +28.1% | +47.1% | +53.8% |
| 5Y | +54.3% | -69.4% | +123.8% | +58.3% |
| 10Y | +158.0% | +7.6% | +150.4% | +93.6% |
| All | +158.0% | +12.8% | +145.2% | +93.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling