+110.5%
ABCB vs VT
+76.6%
+33.9%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | -0.5% |
| 7D | +2.8% | -0.3% | +3.1% | +3.1% |
| 30D | +4.7% | -1.4% | +6.1% | +6.1% |
| 3M | -5.7% | -1.4% | -4.3% | -4.5% |
| 6M | -0.6% | +5.5% | -6.1% | -7.2% |
| YTD | +14.1% | +12.8% | +1.3% | -2.0% |
| 1Y | +17.3% | +15.4% | +1.9% | -2.2% |
| All | +110.5% | +76.6% | +33.9% | -17.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling