+402.8%
VUG vs AMBA
-0.9%
+403.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.6% |
| 7D | +2.5% | +2.7% | -0.2% | +1.9% |
| 30D | -6.3% | -2.2% | -4.1% | -6.0% |
| 3M | -6.0% | -26.6% | +20.6% | -0.4% |
| 6M | -3.5% | -26.8% | +23.2% | -0.9% |
| YTD | +3.9% | -15.1% | +19.1% | +2.2% |
| 1Y | +5.1% | -32.3% | +37.4% | +7.8% |
| 3Y | +77.9% | +19.8% | +58.1% | +50.8% |
| 5Y | +62.4% | -69.2% | +131.6% | +69.9% |
| All | +402.8% | -0.9% | +403.8% | +256.7% |
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