-89.5%
ABEO vs VT
+57.5%
-147.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.7% | -2.7% |
| 7D | -42.1% | -0.1% | -42.0% | -42.9% |
| 30D | -50.2% | -3.1% | -47.1% | -49.2% |
| 3M | -67.0% | -3.5% | -63.5% | -66.2% |
| 6M | -58.3% | +0.5% | -58.8% | -59.0% |
| YTD | -53.3% | +10.8% | -64.1% | -58.6% |
| 1Y | -41.8% | +11.9% | -53.7% | -48.7% |
| 3Y | -39.9% | +73.0% | -112.8% | -67.4% |
| 5Y | -89.5% | +58.6% | -148.1% | -92.3% |
| All | -89.5% | +57.5% | -147.1% | -92.3% |
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