+75.8%
VT vs AMBA
-1.0%
+76.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | +0.4% | -11.0% | +11.4% | +2.0% |
| 30D | +1.0% | -23.2% | +24.1% | +4.4% |
| 3M | +2.4% | -12.7% | +15.1% | +2.7% |
| 6M | +12.0% | +11.2% | +0.8% | +7.0% |
| YTD | +15.3% | -11.2% | +26.6% | +13.3% |
| 1Y | +22.6% | -22.5% | +45.1% | +21.6% |
| All | +75.8% | -1.0% | +76.7% | +61.5% |
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