+263.6%
VIG vs AMBA
+7.9%
+255.8%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | +0.3% |
| 7D | -0.3% | +2.6% | -2.9% | -0.7% |
| 30D | +4.9% | -3.6% | +8.5% | +5.2% |
| 3M | +2.9% | -24.6% | +27.5% | +6.1% |
| 6M | +11.2% | -21.6% | +32.8% | +11.8% |
| YTD | +16.0% | -11.8% | +27.8% | +13.8% |
| 1Y | +17.0% | -33.2% | +50.1% | +18.7% |
| 3Y | +66.9% | +24.5% | +42.4% | +48.3% |
| 5Y | +65.8% | -67.7% | +133.5% | +67.6% |
| 10Y | +263.6% | +4.7% | +258.9% | +171.7% |
| All | +263.6% | +7.9% | +255.8% | +171.7% |
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