+98.6%
VGT vs AMBA
-70.4%
+169.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.1% | -4.8% | -0.2% |
| 7D | -7.2% | -7.2% | 0.0% | -5.4% |
| 30D | -16.1% | -10.4% | -5.7% | -13.8% |
| 3M | -9.2% | -30.1% | +21.0% | -1.0% |
| 6M | -0.7% | -22.4% | +21.7% | +1.4% |
| YTD | +15.6% | -17.3% | +32.9% | +14.4% |
| 1Y | +14.4% | -35.4% | +49.8% | +20.1% |
| 3Y | +105.2% | +18.6% | +86.6% | +68.2% |
| All | +98.6% | -70.4% | +169.0% | +105.4% |
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