-75.1%
ABAT vs VT
+214.8%
-289.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.1% | -3.3% | -1.4% |
| 7D | -23.4% | -4.2% | -19.2% | -18.2% |
| 30D | -44.4% | -5.8% | -38.6% | -39.0% |
| 3M | -48.5% | -5.2% | -43.2% | -43.6% |
| 6M | -62.8% | +0.1% | -62.9% | -61.3% |
| YTD | -64.2% | +8.2% | -72.5% | -65.8% |
| 1Y | -70.0% | +10.1% | -80.1% | -71.7% |
| 3Y | -74.0% | +69.7% | -143.6% | -85.0% |
| 5Y | -93.6% | +53.4% | -147.0% | -95.8% |
| All | -75.1% | +214.8% | -289.9% | -91.6% |
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