-61.8%
ABSI vs VT
+68.6%
-130.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.9% | -3.9% | -2.6% |
| 7D | -6.4% | -2.0% | -4.4% | -1.4% |
| 30D | -12.4% | -1.4% | -11.0% | -8.7% |
| 3M | +29.2% | +4.7% | +24.4% | +17.3% |
| 6M | +224.4% | +11.4% | +213.1% | +158.6% |
| YTD | +136.1% | +13.1% | +123.0% | +83.5% |
| 1Y | +246.2% | +19.0% | +227.2% | +144.6% |
| 3Y | +402.4% | +73.9% | +328.5% | +59.2% |
| 5Y | -41.3% | +65.4% | -106.7% | -76.0% |
| All | -61.8% | +68.6% | -130.4% | -85.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling