-8.2%
ABT vs VG
-49.4%
+41.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | 0.0% |
| 7D | +1.0% | -7.7% | +8.7% | +0.7% |
| 30D | +11.6% | -8.8% | +20.4% | +11.3% |
| 3M | +2.3% | -15.6% | +17.9% | +1.9% |
| 6M | +32.7% | +5.2% | +27.5% | +33.0% |
| YTD | -9.6% | +76.9% | -86.5% | -9.2% |
| 1Y | -10.1% | +42.5% | -52.6% | -9.5% |
| All | -8.2% | -49.4% | +41.2% | -11.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling