+448.5%
VTV vs AMBA
+799.5%
-350.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.4% |
| 7D | 0.0% | -2.7% | +2.7% | +0.3% |
| 30D | +3.2% | -10.5% | +13.7% | +4.3% |
| 3M | +1.7% | -26.4% | +28.1% | +4.6% |
| 6M | +11.0% | -20.9% | +31.9% | +11.4% |
| YTD | +21.0% | -14.8% | +35.8% | +19.7% |
| 1Y | +24.3% | -36.1% | +60.3% | +26.5% |
| 3Y | +76.9% | +20.2% | +56.7% | +61.6% |
| 5Y | +76.9% | -67.2% | +144.2% | +78.1% |
| 10Y | +227.8% | +4.9% | +222.8% | +170.0% |
| All | +448.5% | +799.5% | -350.9% | +261.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling