-2.3%
ABNB vs VT
+57.4%
-59.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -4.0% |
| 7D | +11.2% | +0.4% | +10.8% | +10.4% |
| 30D | +14.7% | -2.6% | +17.3% | +19.4% |
| 3M | +6.9% | -3.2% | +10.1% | +12.3% |
| 6M | +34.5% | +0.9% | +33.5% | +30.9% |
| YTD | +40.2% | +11.3% | +28.9% | +15.2% |
| 1Y | +57.4% | +14.0% | +43.4% | +23.9% |
| 3Y | +64.7% | +75.8% | -11.1% | -41.8% |
| 5Y | -2.3% | +57.8% | -60.1% | -51.0% |
| All | -2.3% | +57.4% | -59.6% | -51.0% |
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 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