+66.5%
VSH vs AMBA
-54.5%
+121.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.2% | +4.7% |
| 7D | +4.1% | -11.0% | +15.0% | +8.4% |
| 30D | -4.2% | -23.2% | +19.0% | +5.4% |
| 3M | -50.0% | -12.7% | -37.3% | -48.5% |
| 6M | +80.2% | +11.2% | +69.0% | +69.0% |
| YTD | +121.1% | -11.2% | +132.3% | +122.1% |
| 1Y | +112.0% | -22.5% | +134.5% | +119.4% |
| 3Y | +22.5% | -1.3% | +23.8% | +10.2% |
| All | +66.5% | -54.5% | +121.0% | +60.4% |
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