-94.0%
ABAT vs VT
+53.4%
-147.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.2% | +11.5% | +11.3% |
| 7D | -5.7% | -2.3% | -3.3% | -1.2% |
| 30D | -36.1% | -5.0% | -31.2% | -29.1% |
| 3M | -44.1% | -4.9% | -39.3% | -37.7% |
| 6M | -60.9% | -1.5% | -59.4% | -57.8% |
| YTD | -60.0% | +8.5% | -68.5% | -62.6% |
| 1Y | -63.8% | +11.4% | -75.2% | -67.3% |
| 3Y | -70.0% | +70.1% | -140.1% | -84.7% |
| All | -94.0% | +53.4% | -147.4% | -96.2% |
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