-11.3%
ABT vs VGT
+136.3%
-147.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -1.6% |
| 7D | -5.9% | -0.2% | -5.7% | -5.9% |
| 30D | -8.1% | -0.4% | -7.6% | -8.1% |
| 3M | +14.5% | +4.4% | +10.1% | +13.0% |
| 6M | -6.3% | +32.1% | -38.3% | -13.2% |
| YTD | -17.1% | +28.8% | -45.9% | -22.9% |
| 1Y | -21.4% | +35.3% | -56.7% | -28.1% |
| 3Y | +5.9% | +124.8% | -118.8% | -22.2% |
| All | -11.3% | +136.3% | -147.6% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 5y: compounded portfolio wealth divided by compounded VGT 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…
5y analysis · Full analysis span regression · 6 months rolling