+57.7%
VT vs AMBA
-68.2%
+125.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -1.6% | -7.6% | +6.0% | -0.4% |
| 30D | -2.5% | -9.7% | +7.2% | -1.1% |
| 3M | -1.3% | -25.0% | +23.7% | +2.7% |
| 6M | +3.1% | -13.4% | +16.5% | +2.3% |
| YTD | +10.9% | -12.5% | +23.4% | +8.9% |
| 1Y | +12.1% | -27.3% | +39.4% | +12.7% |
| 3Y | +73.9% | +23.6% | +50.3% | +51.0% |
| All | +57.7% | -68.2% | +125.9% | +53.2% |
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