-48.7%
VFC vs AMBA
+3.0%
-51.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -1.3% |
| 7D | -1.4% | +2.6% | -4.0% | -2.1% |
| 30D | +30.7% | -3.6% | +34.3% | +31.2% |
| 3M | +40.6% | -24.6% | +65.2% | +49.0% |
| 6M | +16.5% | -21.6% | +38.1% | +16.8% |
| YTD | +16.2% | -11.8% | +28.0% | +11.4% |
| 1Y | +42.4% | -33.2% | +75.6% | +45.8% |
| 3Y | +48.1% | +24.5% | +23.6% | +24.4% |
| 5Y | -67.8% | -67.7% | -0.2% | -67.2% |
| All | -48.7% | +3.0% | -51.7% | -63.9% |
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