+230.7%
VTV vs AMBA
+12.8%
+217.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.3% | -3.3% | +1.3% |
| 7D | -0.5% | 0.0% | -0.5% | -0.6% |
| 30D | +3.1% | -8.6% | +11.7% | +4.0% |
| 3M | +1.8% | -29.0% | +30.8% | +5.6% |
| 6M | +10.9% | -19.2% | +30.1% | +11.0% |
| YTD | +20.9% | -13.0% | +33.8% | +18.9% |
| 1Y | +24.6% | -31.3% | +55.9% | +25.9% |
| 3Y | +78.6% | +28.1% | +50.4% | +58.7% |
| 5Y | +76.4% | -69.4% | +145.9% | +79.9% |
| 10Y | +230.7% | +7.6% | +223.1% | +145.4% |
| All | +230.7% | +12.8% | +217.9% | +145.4% |
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