-86.9%
ABAT vs VT
+66.2%
-153.0%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +8.2% | +0.4% | +7.7% | +7.3% |
| 30D | +19.8% | +1.0% | +18.9% | +18.1% |
| 3M | -25.1% | +2.4% | -27.4% | -26.6% |
| 6M | -20.8% | +12.0% | -32.8% | -32.3% |
| YTD | -16.8% | +15.3% | -32.1% | -31.5% |
| 1Y | +10.8% | +22.6% | -11.8% | -15.7% |
| 3Y | -71.5% | +74.7% | -146.2% | -86.7% |
| All | -86.9% | +66.2% | -153.0% | -92.6% |
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 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