-99.9%
ABEO vs VT
+363.9%
-463.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -2.0% |
| 7D | -7.3% | -0.3% | -6.9% | -7.0% |
| 30D | -17.4% | -1.4% | -16.0% | -16.4% |
| 3M | -38.1% | -1.4% | -36.7% | -37.4% |
| 6M | -29.1% | +5.5% | -34.5% | -31.7% |
| YTD | -19.9% | +12.8% | -32.8% | -26.7% |
| 1Y | -7.5% | +15.4% | -22.9% | -16.5% |
| 3Y | -6.0% | +76.9% | -82.9% | -39.5% |
| 5Y | -81.2% | +60.4% | -141.6% | -86.7% |
| 10Y | -97.0% | +232.8% | -329.7% | -98.6% |
| All | -99.9% | +363.9% | -463.8% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling