+213.0%
VT vs AMBA
-6.6%
+219.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.4% | +5.4% | -2.5% |
| 7D | -4.2% | -14.6% | +10.4% | -1.7% |
| 30D | -5.8% | -18.8% | +13.0% | -2.8% |
| 3M | -5.2% | -32.6% | +27.4% | +0.5% |
| 6M | +0.1% | -25.8% | +25.9% | +1.9% |
| YTD | +8.2% | -22.1% | +30.4% | +8.3% |
| 1Y | +10.1% | -36.2% | +46.3% | +13.3% |
| 3Y | +69.7% | +10.0% | +59.7% | +50.6% |
| 5Y | +53.4% | -71.6% | +124.9% | +59.9% |
| All | +213.0% | -6.6% | +219.5% | +132.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling