+124.3%
VTR vs AMBA
+12.8%
+111.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.3% | -4.4% | +0.3% |
| 7D | +3.2% | 0.0% | +3.2% | +3.1% |
| 30D | +9.1% | -8.6% | +17.7% | +9.9% |
| 3M | -3.6% | -29.0% | +25.4% | -0.5% |
| 6M | +3.8% | -19.2% | +23.0% | +3.5% |
| YTD | +17.8% | -13.0% | +30.8% | +15.5% |
| 1Y | +20.5% | -31.3% | +51.8% | +21.2% |
| 3Y | +132.4% | +28.1% | +104.3% | +103.6% |
| 5Y | +99.9% | -69.4% | +169.3% | +103.6% |
| 10Y | +124.3% | +7.6% | +116.7% | +65.6% |
| All | +124.3% | +12.8% | +111.5% | +65.6% |
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