+303.7%
ABG vs VT
+215.5%
+88.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.4% |
| 7D | +2.3% | -2.3% | +4.7% | +5.3% |
| 30D | +20.8% | -5.0% | +25.7% | +28.7% |
| 3M | -6.2% | -4.9% | -1.3% | -0.2% |
| 6M | +2.5% | -1.5% | +4.0% | +3.5% |
| YTD | -12.8% | +8.5% | -21.3% | -23.0% |
| 1Y | -10.6% | +11.4% | -21.9% | -23.7% |
| 3Y | -0.8% | +70.1% | -70.9% | -51.4% |
| 5Y | +11.3% | +53.7% | -42.4% | -36.9% |
| All | +303.7% | +215.5% | +88.2% | -10.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling