-81.9%
ABR vs VT
+12.5%
-94.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.5% | -7.6% | -7.6% |
| 7D | -16.0% | -0.1% | -15.9% | -15.7% |
| 30D | -48.8% | -3.1% | -45.7% | -46.5% |
| 3M | -71.7% | -3.5% | -68.2% | -70.3% |
| 6M | -78.3% | +0.5% | -78.8% | -77.9% |
| YTD | -79.1% | +10.8% | -89.9% | -81.2% |
| 1Y | -81.9% | +11.9% | -93.8% | -83.9% |
| All | -81.9% | +12.5% | -94.4% | -83.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling