-89.6%
AMBO price history and return analytics
+57.0%
-146.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -10.8% | +2.4% | -13.2% | -11.4% |
| 30D | -26.3% | -1.5% | -24.8% | -26.0% |
| 3M | -37.7% | -4.1% | -33.6% | -37.1% |
| 6M | -49.2% | +0.6% | -49.8% | -49.3% |
| YTD | -52.2% | +11.0% | -63.2% | -53.6% |
| 1Y | -66.7% | +13.3% | -80.1% | -67.9% |
| 3Y | -10.2% | +73.4% | -83.6% | -31.7% |
| All | -89.6% | +57.0% | -146.6% | -91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling