-95.1%
AMBO price history and return analytics
+152.4%
-247.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +2.9% |
| 7D | +0.7% | +1.0% | -0.3% | +0.6% |
| 30D | +13.6% | -0.2% | +13.8% | +13.7% |
| 3M | -14.8% | +4.5% | -19.3% | -15.6% |
| 6M | +18.2% | +14.1% | +4.2% | +15.2% |
| YTD | -25.9% | +14.8% | -40.7% | -27.9% |
| 1Y | -30.2% | +21.2% | -51.4% | -32.6% |
| 3Y | +7.1% | +76.6% | -69.5% | -7.2% |
| 5Y | -85.4% | +66.6% | -152.0% | -87.4% |
| All | -95.1% | +152.4% | -247.5% | -95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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