-8.2%
VFC vs AMBA
-20.7%
+12.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.1% | +2.4% |
| 7D | -1.6% | -11.0% | +9.3% | -0.4% |
| 30D | -11.6% | -23.2% | +11.5% | -9.2% |
| 3M | -18.1% | -12.7% | -5.4% | -18.2% |
| 6M | -27.4% | +11.2% | -38.6% | -33.0% |
| YTD | -24.8% | -11.2% | -13.6% | -27.7% |
| 1Y | -8.2% | -22.5% | +14.3% | -12.2% |
| All | -8.2% | -20.7% | +12.5% | -12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling