-39.7%
ABCL vs VT
+66.2%
-105.9%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.7% | +0.4% | +0.3% | 0.0% |
| 30D | +93.1% | +1.0% | +92.1% | +90.6% |
| 3M | +79.4% | +2.4% | +77.1% | +74.1% |
| 6M | +214.9% | +12.0% | +202.9% | +167.9% |
| YTD | +234.2% | +15.3% | +218.9% | +173.1% |
| 1Y | +174.8% | +22.6% | +152.2% | +107.4% |
| 3Y | +104.5% | +74.7% | +29.8% | -6.2% |
| All | -39.7% | +66.2% | -105.9% | -69.6% |
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