+20.7%
ABT vs VSH
+31.2%
-10.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.2% | +5.4% | +1.0% |
| 7D | -1.3% | +14.3% | -15.6% | -0.7% |
| 30D | +6.0% | -7.9% | +13.9% | +6.0% |
| 3M | -1.9% | -19.9% | +18.0% | -2.3% |
| 6M | +31.2% | -30.5% | +61.7% | +30.1% |
| YTD | -11.2% | +85.7% | -96.9% | -14.8% |
| 1Y | -14.0% | +98.9% | -112.9% | -17.7% |
| 3Y | +20.7% | +32.1% | -11.4% | +17.0% |
| All | +20.7% | +31.2% | -10.6% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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