-39.3%
VG vs AMBA
-23.4%
-15.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | +1.7% | -11.0% | +12.7% | +4.0% |
| 30D | +16.0% | -23.2% | +39.2% | +21.9% |
| 3M | +9.7% | -12.7% | +22.4% | +8.8% |
| 6M | +29.6% | +11.2% | +18.4% | +13.3% |
| YTD | +112.0% | -11.2% | +123.2% | +99.7% |
| 1Y | +12.8% | -22.5% | +35.3% | +10.8% |
| All | -39.3% | -23.4% | -15.9% | -44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling