+7.4%
ABT vs VIG
+54.7%
-47.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.5% |
| 7D | -5.0% | -2.2% | -2.8% | -3.8% |
| 30D | -5.8% | -3.2% | -2.6% | -4.1% |
| 3M | +16.7% | +3.0% | +13.7% | +14.9% |
| 6M | -5.2% | +8.1% | -13.4% | -9.1% |
| YTD | -16.0% | +9.1% | -25.0% | -19.8% |
| 1Y | -18.3% | +12.6% | -30.8% | -23.3% |
| All | +7.4% | +54.7% | -47.3% | -16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling