+1,455.5%
VGT vs AMBA
+837.3%
+618.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.5% |
| 7D | +1.0% | -11.0% | +12.0% | +3.4% |
| 30D | +1.3% | -23.2% | +24.5% | +6.9% |
| 3M | -1.1% | -12.7% | +11.6% | -0.2% |
| 6M | +32.6% | +11.2% | +21.4% | +25.6% |
| YTD | +29.0% | -11.2% | +40.2% | +27.2% |
| 1Y | +39.7% | -22.5% | +62.2% | +40.1% |
| 3Y | +120.9% | -1.3% | +122.2% | +101.4% |
| 5Y | +133.6% | -54.2% | +187.7% | +131.0% |
| 10Y | +792.6% | -6.1% | +798.7% | +613.8% |
| All | +1,455.5% | +837.3% | +618.3% | +843.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling