+46.0%
VFC vs AMBA
-33.2%
+79.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.3% | -2.7% | +2.2% |
| 7D | +7.7% | 0.0% | +7.7% | +7.6% |
| 30D | +39.2% | -8.6% | +47.8% | +39.9% |
| 3M | +40.3% | -29.0% | +69.2% | +43.5% |
| 6M | +11.4% | -19.2% | +30.6% | +11.2% |
| YTD | +17.5% | -13.0% | +30.5% | +13.0% |
| All | +46.0% | -33.2% | +79.2% | +45.8% |
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