+9.3%
ABT vs VCLT
+12.6%
-3.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -4.7% | 0.0% | -4.8% | -4.7% |
| 30D | -3.1% | +0.1% | -3.2% | -3.2% |
| 3M | +16.1% | -2.9% | +19.0% | +17.3% |
| 6M | -5.3% | -4.0% | -1.4% | -4.0% |
| YTD | -14.4% | -2.2% | -12.2% | -13.7% |
| 1Y | -18.4% | -2.6% | -15.8% | -17.6% |
| All | +9.3% | +12.6% | -3.3% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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