+685.0%
ABSI vs VT
+74.4%
+610.6%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.5% | -7.2% | -6.3% |
| 7D | -0.3% | -0.1% | -0.2% | +0.7% |
| 30D | -1.9% | -3.1% | +1.2% | +9.2% |
| 3M | +10.7% | -3.5% | +14.2% | +26.2% |
| 6M | +69.0% | +0.5% | +68.5% | +78.4% |
| YTD | +185.7% | +10.8% | +174.9% | +134.9% |
| 1Y | +200.3% | +11.9% | +188.4% | +144.1% |
| 3Y | +685.0% | +73.0% | +612.1% | +102.2% |
| All | +685.0% | +74.4% | +610.6% | +102.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling