+46.2%
VNQ vs AMBA
+23.3%
+22.9%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.3% | -3.6% | +1.4% |
| 7D | +2.4% | 0.0% | +2.4% | +2.3% |
| 30D | +7.3% | -8.6% | +15.9% | +7.8% |
| 3M | -0.3% | -29.0% | +28.7% | +1.4% |
| 6M | +2.5% | -19.2% | +21.7% | +2.4% |
| YTD | +13.1% | -13.0% | +26.1% | +11.6% |
| 1Y | +11.9% | -31.3% | +43.2% | +12.6% |
| 3Y | +46.2% | +28.1% | +18.0% | +26.0% |
| All | +46.2% | +23.3% | +22.9% | +26.0% |
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