+1,505.6%
ABG vs VT
+363.9%
+1,141.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.7% | +3.9% | +3.2% |
| 7D | +7.9% | -0.3% | +8.2% | +8.4% |
| 30D | +21.6% | -1.4% | +23.0% | +24.0% |
| 3M | -6.3% | -1.4% | -4.9% | -4.5% |
| 6M | +8.0% | +5.5% | +2.6% | -0.7% |
| YTD | -10.2% | +12.8% | -23.0% | -25.3% |
| 1Y | -9.4% | +15.4% | -24.8% | -27.0% |
| 3Y | -0.5% | +76.9% | -77.4% | -55.7% |
| 5Y | +13.2% | +60.4% | -47.2% | -41.5% |
| 10Y | +323.7% | +232.8% | +90.9% | -20.7% |
| All | +1,505.6% | +363.9% | +1,141.7% | +117.0% |
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