+197.1%
ABT vs VIG
+250.0%
-52.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -2.0% |
| 7D | -5.9% | -1.1% | -4.8% | -5.0% |
| 30D | -8.1% | -2.7% | -5.3% | -5.7% |
| 3M | +14.5% | +2.5% | +12.0% | +11.9% |
| 6M | -6.3% | +9.2% | -15.5% | -13.6% |
| YTD | -17.1% | +9.8% | -26.9% | -24.1% |
| 1Y | -21.4% | +12.4% | -33.8% | -29.6% |
| 3Y | +5.9% | +55.9% | -50.0% | -31.6% |
| 5Y | -12.8% | +63.9% | -76.7% | -46.5% |
| All | +197.1% | +250.0% | -52.9% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 10y: compounded portfolio wealth divided by compounded VIG 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…
10y analysis · Full analysis span regression · 6 months rolling