+647.0%
VRT vs AMBA
-69.7%
+716.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +5.3% | +4.4% | +7.4% |
| 7D | -10.6% | 0.0% | -10.6% | -10.1% |
| 30D | -17.4% | -8.6% | -8.8% | -13.9% |
| 3M | -26.4% | -29.0% | +2.6% | -15.6% |
| 6M | -41.0% | -19.2% | -21.8% | -39.2% |
| YTD | +23.8% | -13.0% | +36.8% | +21.6% |
| 1Y | +11.6% | -31.3% | +42.9% | +20.1% |
| 3Y | +403.5% | +28.1% | +375.3% | +285.8% |
| 5Y | +647.0% | -69.4% | +716.5% | +693.0% |
| All | +647.0% | -69.7% | +716.8% | +693.0% |
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 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