+912.1%
ABT vs VO
+827.2%
+84.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -3.7% | -0.3% | -3.4% | -3.5% |
| 30D | +2.5% | -0.3% | +2.8% | +2.6% |
| 3M | +20.2% | +2.9% | +17.2% | +18.1% |
| 6M | -2.9% | +9.3% | -12.3% | -7.8% |
| YTD | -11.9% | +14.2% | -26.1% | -18.4% |
| 1Y | -16.5% | +15.3% | -31.8% | -23.1% |
| 3Y | +12.1% | +56.2% | -44.1% | -13.8% |
| 5Y | -7.4% | +42.4% | -49.8% | -25.5% |
| 10Y | +210.7% | +194.7% | +15.9% | +69.7% |
| All | +912.1% | +827.2% | +84.8% | +221.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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