+9.3%
ABT vs VSH
+35.1%
-25.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.3% |
| 7D | -4.7% | +3.5% | -8.3% | -4.7% |
| 30D | -3.1% | -4.4% | +1.3% | -3.2% |
| 3M | +16.1% | -45.8% | +62.0% | +16.1% |
| 6M | -5.3% | +90.1% | -95.5% | -8.3% |
| YTD | -14.4% | +120.3% | -134.8% | -17.8% |
| 1Y | -18.4% | +112.2% | -130.6% | -21.7% |
| All | +9.3% | +35.1% | -25.8% | +6.3% |
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