+99.3%
VSH vs AMBA
-35.5%
+134.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.3% | -2.3% | -3.6% |
| 7D | +26.2% | +10.7% | +15.5% | +21.1% |
| 30D | -12.5% | -5.0% | -7.5% | -9.8% |
| 3M | -16.9% | -26.9% | +10.0% | -5.6% |
| 6M | -17.0% | -21.9% | +4.9% | -10.3% |
| YTD | +93.8% | -13.8% | +107.6% | +95.5% |
| 1Y | +99.3% | -36.1% | +135.4% | +110.2% |
| All | +99.3% | -35.5% | +134.8% | +110.2% |
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