-67.4%
ABAT vs VT
+223.7%
-291.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | +2.6% |
| 7D | +6.8% | +0.4% | +6.4% | +6.5% |
| 30D | -27.9% | -2.6% | -25.3% | -24.5% |
| 3M | -45.6% | -3.2% | -42.4% | -42.2% |
| 6M | -55.2% | +0.9% | -56.1% | -54.0% |
| YTD | -57.5% | +11.3% | -68.8% | -61.0% |
| 1Y | -67.9% | +14.0% | -81.9% | -71.3% |
| 3Y | -67.7% | +75.8% | -143.5% | -82.2% |
| 5Y | -93.2% | +57.8% | -151.0% | -95.7% |
| 10Y | -67.4% | +219.8% | -287.2% | -89.8% |
| All | -67.4% | +223.7% | -291.0% | -89.8% |
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 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