+39.6%
VMC vs AMBA
+16.7%
+22.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.1% | -7.1% | -1.4% |
| 7D | +0.5% | -7.2% | +7.8% | +1.1% |
| 30D | +15.8% | -10.4% | +26.2% | +16.6% |
| 3M | +0.6% | -30.1% | +30.7% | +3.1% |
| 6M | -4.0% | -22.4% | +18.4% | -4.2% |
| YTD | -0.3% | -17.3% | +17.0% | -2.0% |
| 1Y | -0.5% | -35.4% | +34.9% | +0.4% |
| 3Y | +39.6% | +18.6% | +20.9% | +24.6% |
| All | +39.6% | +16.7% | +22.8% | +24.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling