-9.8%
ABT vs VG
-44.6%
+34.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.2% |
| 7D | -1.3% | +14.0% | -15.2% | -0.9% |
| 30D | +6.0% | -1.0% | +7.0% | +6.1% |
| 3M | -1.9% | -2.7% | +0.8% | -1.9% |
| 6M | +31.2% | +1.5% | +29.7% | +31.4% |
| YTD | -11.2% | +93.7% | -104.9% | -10.5% |
| 1Y | -14.0% | +68.5% | -82.5% | -13.2% |
| All | -9.8% | -44.6% | +34.7% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling