+743.6%
VLO vs AMBA
+12.8%
+730.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.3% | -2.3% | +2.1% |
| 7D | -6.5% | 0.0% | -6.4% | -6.5% |
| 30D | -17.8% | -8.6% | -9.2% | -16.7% |
| 3M | +19.6% | -29.0% | +48.6% | +25.5% |
| 6M | +49.3% | -19.2% | +68.5% | +49.0% |
| YTD | +122.4% | -13.0% | +135.4% | +116.4% |
| 1Y | +107.4% | -31.3% | +138.7% | +109.5% |
| 3Y | +223.1% | +28.1% | +194.9% | +173.3% |
| 5Y | +432.2% | -69.4% | +501.7% | +455.5% |
| 10Y | +743.6% | +7.6% | +736.0% | +438.2% |
| All | +743.6% | +12.8% | +730.8% | +438.2% |
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