+27.9%
VTV vs AMBA
-25.6%
+53.5%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.6% |
| 7D | +1.8% | -8.1% | +9.9% | +2.0% |
| 30D | +6.0% | -10.8% | +16.7% | +6.3% |
| 3M | +3.7% | -25.9% | +29.6% | +4.6% |
| 6M | +13.9% | -13.9% | +27.8% | +13.1% |
| YTD | +22.8% | -14.0% | +36.8% | +21.0% |
| 1Y | +27.9% | -25.7% | +53.6% | +26.4% |
| All | +27.9% | -25.6% | +53.5% | +26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling