-50.4%
VTRS vs AMBA
+8.8%
-59.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.6% | -0.5% |
| 7D | -3.3% | +7.1% | -10.4% | -4.4% |
| 30D | +1.4% | -18.1% | +19.5% | +4.3% |
| 3M | +4.6% | +8.4% | -3.7% | +1.0% |
| 6M | +18.1% | +25.7% | -7.6% | +9.4% |
| YTD | +34.7% | -4.2% | +38.9% | +29.9% |
| 1Y | +65.6% | -18.7% | +84.3% | +62.2% |
| 3Y | +83.8% | +13.3% | +70.5% | +62.9% |
| 5Y | +46.5% | -54.2% | +100.7% | +39.7% |
| All | -50.4% | +8.8% | -59.2% | -64.9% |
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