+526.9%
VTI vs AMBA
+772.6%
-245.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.1% | -5.7% | -0.5% |
| 7D | -2.6% | -7.2% | +4.6% | -1.6% |
| 30D | -5.0% | -10.4% | +5.4% | -3.6% |
| 3M | -4.3% | -30.1% | +25.8% | +0.4% |
| 6M | +0.6% | -22.4% | +23.0% | +1.5% |
| YTD | +8.9% | -17.3% | +26.2% | +8.0% |
| 1Y | +11.1% | -35.4% | +46.5% | +13.9% |
| 3Y | +74.5% | +18.6% | +55.9% | +56.2% |
| 5Y | +60.1% | -69.8% | +129.9% | +64.6% |
| 10Y | +297.4% | +1.1% | +296.3% | +224.0% |
| All | +526.9% | +772.6% | -245.7% | +301.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling