-9.8%
ABT vs VG
+48.6%
-58.5%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.1% | -3.3% | -3.2% |
| 7D | +3.5% | -22.0% | +25.6% | +2.0% |
| 30D | +12.0% | -11.6% | +23.7% | +11.2% |
| 3M | +2.5% | -14.9% | +17.3% | +1.5% |
| 6M | +29.1% | -3.5% | +32.6% | +29.2% |
| YTD | -10.1% | +70.0% | -80.1% | -7.9% |
| 1Y | -9.8% | +50.0% | -59.8% | -6.6% |
| All | -9.8% | +48.6% | -58.5% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling