+13.8%
VRT vs AMBA
-25.6%
+39.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -1.7% | -11.1% | -12.3% |
| 7D | -15.4% | -8.1% | -7.3% | -12.9% |
| 30D | -19.0% | -10.8% | -8.2% | -15.9% |
| 3M | -23.8% | -25.9% | +2.1% | -16.1% |
| 6M | -37.9% | -13.9% | -24.0% | -38.8% |
| YTD | +27.0% | -14.0% | +41.0% | +19.5% |
| 1Y | +13.8% | -25.7% | +39.5% | +10.6% |
| All | +13.8% | -25.6% | +39.4% | +10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling