-96.8%
AMBO price history and return analytics
+145.0%
-241.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.2% | +1.7% |
| 7D | -10.8% | +2.9% | -13.7% | -11.3% |
| 30D | -27.1% | -2.5% | -24.6% | -26.7% |
| 3M | -35.9% | -3.3% | -32.6% | -35.5% |
| 6M | -42.4% | +1.5% | -43.9% | -42.5% |
| YTD | -52.2% | +11.4% | -63.5% | -53.2% |
| 1Y | -67.7% | +11.9% | -79.6% | -68.4% |
| 3Y | +1.5% | +73.9% | -72.3% | -11.9% |
| 5Y | -89.5% | +57.9% | -147.4% | -90.9% |
| All | -96.8% | +145.0% | -241.8% | -97.0% |
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