+2,010.2%
VRT vs AMBA
+58.2%
+1,951.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.8% | +2.3% |
| 7D | +18.6% | +10.7% | +7.9% | +14.7% |
| 30D | -11.7% | -5.0% | -6.6% | -9.6% |
| 3M | -27.3% | -26.9% | -0.4% | -19.4% |
| 6M | -42.9% | -21.9% | -21.0% | -40.4% |
| YTD | +29.5% | -13.8% | +43.3% | +29.3% |
| 1Y | +21.0% | -36.1% | +57.1% | +32.7% |
| 3Y | +403.1% | +21.6% | +381.5% | +329.0% |
| 5Y | +688.8% | -68.8% | +757.6% | +772.3% |
| All | +2,010.2% | +58.2% | +1,951.9% | +1,576.5% |
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