+116.6%
VWO vs AMBA
+2.6%
+114.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.4% | -9.0% | -1.9% |
| 7D | +0.2% | +2.5% | -2.3% | -0.3% |
| 30D | +0.9% | -16.1% | +17.0% | +3.6% |
| 3M | +4.3% | +4.6% | -0.4% | +1.8% |
| 6M | +10.5% | +29.2% | -18.6% | +3.2% |
| YTD | +13.4% | -2.9% | +16.2% | +10.2% |
| 1Y | +18.6% | -18.7% | +37.3% | +17.4% |
| 3Y | +65.8% | +14.9% | +50.9% | +48.1% |
| 5Y | +35.2% | -53.0% | +88.2% | +29.8% |
| 10Y | +116.6% | +8.3% | +108.3% | +57.8% |
| All | +116.6% | +2.6% | +114.0% | +57.8% |
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