+197.1%
ABT vs VEA
+165.0%
+32.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.4% | -2.0% |
| 7D | -5.9% | -1.5% | -4.4% | -5.0% |
| 30D | -8.1% | -0.8% | -7.2% | -7.6% |
| 3M | +14.5% | +2.5% | +12.1% | +12.2% |
| 6M | -6.3% | +11.1% | -17.4% | -13.6% |
| YTD | -17.1% | +17.2% | -34.3% | -26.5% |
| 1Y | -21.4% | +24.5% | -45.9% | -33.2% |
| 3Y | +5.9% | +75.4% | -69.5% | -30.7% |
| 5Y | -12.8% | +61.1% | -73.9% | -39.6% |
| All | +197.1% | +165.0% | +32.1% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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