+77.4%
VTI vs AMBA
+21.7%
+55.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.2% |
| 7D | +2.5% | +2.7% | -0.1% | +2.1% |
| 30D | -1.5% | -2.2% | +0.6% | -1.3% |
| 3M | -3.2% | -26.6% | +23.5% | +0.6% |
| 6M | +2.3% | -26.8% | +29.1% | +4.1% |
| YTD | +11.6% | -15.1% | +26.8% | +9.7% |
| 1Y | +13.8% | -32.3% | +46.0% | +15.5% |
| 3Y | +77.4% | +19.8% | +57.6% | +54.1% |
| All | +77.4% | +21.7% | +55.7% | +54.1% |
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