+42.9%
ABEO vs VT
+75.0%
-32.1%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +1.4% | +0.4% | +0.9% | +0.9% |
| 30D | -11.8% | +1.0% | -12.7% | -12.7% |
| 3M | +3.1% | +2.4% | +0.7% | +0.8% |
| 6M | +20.7% | +12.0% | +8.7% | +9.0% |
| YTD | +13.9% | +15.3% | -1.5% | +0.3% |
| 1Y | -12.5% | +22.6% | -35.1% | -26.2% |
| All | +42.9% | +75.0% | -32.1% | -8.7% |
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