+716.4%
VGT vs AMBA
+12.8%
+703.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.3% | -2.1% | +1.9% |
| 7D | -1.6% | 0.0% | -1.6% | -1.6% |
| 30D | -12.5% | -8.6% | -3.9% | -10.5% |
| 3M | -7.7% | -29.0% | +21.3% | 0.0% |
| 6M | -0.2% | -19.2% | +19.0% | +1.1% |
| YTD | +19.3% | -13.0% | +32.2% | +16.9% |
| 1Y | +18.2% | -31.3% | +49.4% | +22.2% |
| 3Y | +109.6% | +28.1% | +81.5% | +72.3% |
| 5Y | +105.5% | -69.4% | +175.0% | +121.2% |
| 10Y | +716.4% | +7.6% | +708.7% | +445.2% |
| All | +716.4% | +12.8% | +703.6% | +445.2% |
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 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