-98.4%
ABOS vs VT
+57.9%
-156.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.6% |
| 7D | -89.6% | -1.6% | -88.0% | -86.3% |
| 30D | -88.5% | -2.5% | -86.0% | -84.6% |
| 3M | -89.3% | -1.3% | -88.0% | -85.8% |
| 6M | -90.2% | +3.1% | -93.3% | -87.9% |
| YTD | -88.9% | +10.9% | -99.8% | -87.8% |
| 1Y | -89.3% | +12.1% | -101.3% | -88.4% |
| 3Y | -89.3% | +73.9% | -163.2% | -94.2% |
| All | -98.4% | +57.9% | -156.3% | -99.0% |
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