+87.6%
VTR vs AMBA
-5.3%
+92.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.4% | -0.5% |
| 7D | -2.4% | -6.4% | +4.0% | -1.7% |
| 30D | -3.7% | -26.8% | +23.1% | -0.5% |
| 3M | +13.5% | -7.6% | +21.2% | +12.8% |
| 6M | +7.2% | +21.2% | -14.0% | +1.9% |
| YTD | +17.6% | -10.4% | +28.0% | +15.4% |
| 1Y | +35.4% | -24.4% | +59.8% | +34.5% |
| 3Y | +132.8% | +6.0% | +126.8% | +110.7% |
| 5Y | +88.7% | -53.9% | +142.5% | +78.9% |
| 10Y | +87.6% | -6.2% | +93.8% | +40.4% |
| All | +87.6% | -5.3% | +92.9% | +40.4% |
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