+151.8%
ABCB vs VT
+214.8%
-63.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | +2.3% |
| 7D | -1.3% | -4.2% | +2.8% | +4.1% |
| 30D | +2.2% | -5.8% | +8.0% | +10.0% |
| 3M | -7.9% | -5.2% | -2.7% | -1.7% |
| 6M | -5.2% | +0.1% | -5.3% | -6.5% |
| YTD | +10.8% | +8.2% | +2.6% | -2.0% |
| 1Y | +12.8% | +10.1% | +2.7% | -2.6% |
| 3Y | +102.0% | +69.7% | +32.3% | -2.1% |
| 5Y | +57.9% | +53.4% | +4.5% | -11.2% |
| All | +151.8% | +214.8% | -63.0% | -43.6% |
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