-31.2%
VTRS vs AMBA
+4.2%
-35.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.8% | +2.1% |
| 7D | +10.2% | -2.6% | +12.8% | +10.6% |
| 30D | +18.2% | -10.5% | +28.7% | +19.9% |
| 3M | +29.0% | -26.4% | +55.5% | +34.2% |
| 6M | +23.2% | -20.9% | +44.1% | +23.1% |
| YTD | +71.4% | -14.8% | +86.2% | +67.5% |
| 1Y | +112.3% | -36.1% | +148.4% | +116.5% |
| 3Y | +157.1% | +20.2% | +136.8% | +124.2% |
| 5Y | +77.0% | -67.2% | +144.2% | +78.7% |
| All | -31.2% | +4.2% | -35.4% | -51.8% |
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 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