+7.4%
VSH vs AMBA
+16.7%
-9.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.1% | -0.4% | +3.0% |
| 7D | -12.9% | -7.2% | -5.7% | -9.5% |
| 30D | -36.9% | -10.4% | -26.5% | -33.3% |
| 3M | -28.8% | -30.1% | +1.4% | -16.6% |
| 6M | -30.3% | -22.4% | -7.9% | -25.1% |
| YTD | +62.4% | -17.3% | +79.7% | +67.0% |
| 1Y | +62.5% | -35.4% | +97.9% | +83.3% |
| 3Y | +7.4% | +18.6% | -11.2% | -18.7% |
| All | +7.4% | +16.7% | -9.3% | -18.7% |
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