+563.8%
ABT vs VEA
+169.3%
+394.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.4% |
| 7D | -3.1% | +1.9% | -5.0% | -4.0% |
| 30D | -2.1% | +0.8% | -2.9% | -2.5% |
| 3M | +17.4% | +5.7% | +11.7% | +13.8% |
| 6M | -2.4% | +13.3% | -15.7% | -9.0% |
| YTD | -14.2% | +18.4% | -32.6% | -21.9% |
| 1Y | -18.3% | +27.0% | -45.3% | -28.3% |
| 3Y | +11.5% | +79.3% | -67.8% | -18.6% |
| 5Y | -9.9% | +62.1% | -72.0% | -31.0% |
| 10Y | +204.4% | +160.3% | +44.1% | +85.1% |
| All | +563.8% | +169.3% | +394.6% | +267.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling