+70.5%
VTV vs AMBA
+3.8%
+66.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | -0.2% |
| 7D | +0.5% | -11.0% | +11.5% | +1.5% |
| 30D | +1.1% | -23.2% | +24.3% | +3.3% |
| 3M | +5.9% | -12.7% | +18.6% | +5.9% |
| 6M | +11.6% | +11.2% | +0.4% | +7.8% |
| YTD | +19.8% | -11.2% | +31.0% | +18.1% |
| 1Y | +26.2% | -22.5% | +48.8% | +25.3% |
| All | +70.5% | +3.8% | +66.7% | +56.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling