+307.7%
VOO vs AMBA
+4.3%
+303.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.7% | 0.0% |
| 7D | -0.6% | -2.6% | +2.1% | -0.2% |
| 30D | -3.6% | -10.5% | +6.8% | -2.0% |
| 3M | -2.7% | -26.4% | +23.7% | +1.8% |
| 6M | +2.2% | -20.9% | +23.1% | +2.9% |
| YTD | +10.9% | -14.8% | +25.7% | +9.1% |
| 1Y | +11.3% | -36.1% | +47.4% | +14.6% |
| 3Y | +76.9% | +20.2% | +56.7% | +54.2% |
| 5Y | +73.5% | -67.2% | +140.8% | +76.8% |
| 10Y | +307.7% | +5.0% | +302.7% | +195.0% |
| All | +307.7% | +4.3% | +303.3% | +195.0% |
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 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