+1.6%
VSH vs AMBA
+10.0%
-8.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.8% | -9.4% | -5.3% | -10.6% |
| 7D | -25.2% | -14.6% | -10.6% | -19.3% |
| 30D | -41.8% | -18.8% | -23.0% | -35.8% |
| 3M | -33.4% | -32.6% | -0.8% | -20.8% |
| 6M | -31.0% | -25.8% | -5.2% | -24.4% |
| YTD | +53.6% | -22.1% | +75.7% | +62.2% |
| 1Y | +46.3% | -36.2% | +82.5% | +65.5% |
| All | +1.6% | +10.0% | -8.4% | -21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling