+1,570.0%
ABG vs VT
+374.2%
+1,195.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.7% | +0.4% | +2.2% | +2.0% |
| 30D | -1.0% | +1.0% | -2.0% | -2.3% |
| 3M | +14.3% | +2.4% | +11.9% | +9.6% |
| 6M | +2.2% | +12.0% | -9.8% | -13.9% |
| YTD | -6.6% | +15.3% | -21.9% | -24.5% |
| 1Y | -16.1% | +22.6% | -38.7% | -37.9% |
| 3Y | -6.9% | +74.7% | -81.6% | -57.7% |
| 5Y | +21.1% | +66.1% | -45.1% | -40.5% |
| 10Y | +293.7% | +225.0% | +68.7% | -23.6% |
| All | +1,570.0% | +374.2% | +1,195.9% | +119.1% |
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