-75.4%
ABAT vs VT
+274.1%
-349.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +0.8% |
| 7D | -18.4% | -0.3% | -18.1% | -17.8% |
| 30D | -40.6% | -1.4% | -39.1% | -39.0% |
| 3M | -44.4% | -1.4% | -43.0% | -42.7% |
| 6M | -59.9% | +5.5% | -65.4% | -61.3% |
| YTD | -61.4% | +12.8% | -74.2% | -65.2% |
| 1Y | -67.2% | +15.4% | -82.6% | -71.0% |
| 3Y | -71.9% | +76.9% | -148.8% | -84.4% |
| 5Y | -93.1% | +60.4% | -153.5% | -95.7% |
| 10Y | -73.1% | +232.8% | -305.9% | -89.5% |
| All | -75.4% | +274.1% | -349.5% | -89.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling