-84.2%
ABOS vs VT
+72.4%
-156.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +8.9% | +0.4% | +8.5% | +8.1% |
| 30D | +42.0% | +1.0% | +41.0% | +39.8% |
| 3M | +38.9% | +2.4% | +36.5% | +33.5% |
| 6M | -3.9% | +12.0% | -15.9% | -20.1% |
| YTD | +50.7% | +15.3% | +35.4% | +20.0% |
| 1Y | +130.4% | +22.6% | +107.9% | +67.0% |
| 3Y | -48.0% | +74.7% | -122.6% | -78.0% |
| 5Y | -79.6% | +66.1% | -145.7% | -91.4% |
| All | -84.2% | +72.4% | -156.6% | -93.4% |
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