+500.1%
VST vs AMBA
-72.1%
+572.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -9.4% | +3.3% | -4.1% |
| 7D | -19.9% | -14.6% | -5.3% | -17.1% |
| 30D | -29.7% | -18.8% | -10.9% | -26.4% |
| 3M | -19.6% | -32.6% | +13.0% | -12.8% |
| 6M | -29.4% | -25.8% | -3.6% | -27.3% |
| YTD | -29.7% | -22.1% | -7.6% | -29.0% |
| 1Y | -40.0% | -36.2% | -3.8% | -37.4% |
| 3Y | +231.0% | +10.0% | +221.0% | +204.3% |
| 5Y | +500.1% | -71.6% | +571.6% | +501.6% |
| All | +500.1% | -72.1% | +572.1% | +501.6% |
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