+228.3%
ABT vs VCIT
+30.3%
+198.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | +0.4% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | +11.6% | +1.1% | +10.5% | +10.8% |
| 3M | +2.3% | -1.4% | +3.7% | +3.2% |
| 6M | +32.7% | -2.3% | +35.1% | +34.7% |
| YTD | -9.6% | -1.8% | -7.8% | -8.6% |
| 1Y | -10.1% | -1.0% | -9.1% | -9.4% |
| 3Y | +25.2% | +19.3% | +6.0% | +13.4% |
| 5Y | -4.5% | +3.8% | -8.3% | -9.4% |
| 10Y | +228.3% | +30.6% | +197.7% | +203.1% |
| All | +228.3% | +30.3% | +198.0% | +203.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 10y: compounded portfolio wealth divided by compounded VCIT 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…
10y analysis · Full analysis span regression · 6 months rolling