-7.5%
AMBO price history and return analytics
+69.7%
-77.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | +0.1% |
| 7D | -2.6% | -2.3% | -0.3% | -3.3% |
| 30D | -19.6% | -5.0% | -14.6% | -20.9% |
| 3M | -27.8% | -4.9% | -22.9% | -28.9% |
| 6M | -31.5% | -1.5% | -29.9% | -31.5% |
| YTD | -46.4% | +8.5% | -54.9% | -44.3% |
| 1Y | -61.5% | +11.4% | -72.8% | -59.3% |
| 3Y | -7.5% | +70.1% | -77.6% | +52.8% |
| All | -7.5% | +69.7% | -77.2% | +52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling