-9.2%
ABT vs VG
-46.6%
+37.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.5% | -6.6% | -0.9% |
| 7D | -5.4% | +5.5% | -10.9% | -5.2% |
| 30D | +8.0% | -3.6% | +11.6% | +7.9% |
| 3M | +0.2% | -4.0% | +4.2% | +0.2% |
| 6M | +34.1% | +9.4% | +24.8% | +34.6% |
| YTD | -10.6% | +86.6% | -97.2% | -10.0% |
| 1Y | -11.8% | +69.5% | -81.3% | -11.1% |
| All | -9.2% | -46.6% | +37.4% | -11.9% |
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