+1,934.0%
VRT vs AMBA
+55.8%
+1,878.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -3.1% |
| 7D | +10.5% | +2.7% | +7.8% | +9.7% |
| 30D | -9.3% | -2.2% | -7.1% | -8.2% |
| 3M | -29.6% | -26.6% | -2.9% | -22.0% |
| 6M | -45.4% | -26.8% | -18.6% | -41.7% |
| YTD | +24.8% | -15.1% | +39.9% | +25.3% |
| 1Y | +23.6% | -32.3% | +55.9% | +32.8% |
| 3Y | +379.7% | +19.8% | +359.9% | +311.3% |
| 5Y | +660.3% | -69.2% | +729.6% | +745.5% |
| All | +1,934.0% | +55.8% | +1,878.2% | +1,524.9% |
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