+542.8%
VRT vs AMBA
-72.1%
+614.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -9.4% | -4.6% | -10.0% |
| 7D | -28.1% | -14.6% | -13.6% | -22.8% |
| 30D | -30.2% | -18.8% | -11.4% | -23.6% |
| 3M | -36.4% | -32.6% | -3.8% | -25.6% |
| 6M | -48.2% | -25.8% | -22.3% | -44.6% |
| YTD | +9.2% | -22.1% | +31.3% | +12.2% |
| 1Y | -7.2% | -36.2% | +29.0% | +2.7% |
| 3Y | +338.7% | +10.0% | +328.7% | +258.5% |
| 5Y | +542.8% | -71.6% | +614.4% | +614.3% |
| All | +542.8% | -72.1% | +614.9% | +614.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling