+6,642.4%
ABT vs VSH
+1,674.8%
+4,967.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.4% | -4.9% | -0.8% |
| 7D | -3.7% | +4.1% | -7.7% | -4.0% |
| 30D | +2.5% | -4.2% | +6.6% | +2.7% |
| 3M | +20.2% | -50.0% | +70.2% | +26.6% |
| 6M | -2.9% | +80.2% | -83.1% | -10.5% |
| YTD | -11.9% | +121.1% | -133.0% | -20.7% |
| 1Y | -16.5% | +112.0% | -128.5% | -24.8% |
| 3Y | +12.1% | +22.5% | -10.4% | +4.8% |
| 5Y | -7.4% | +64.0% | -71.4% | -16.6% |
| 10Y | +210.7% | +170.4% | +40.3% | +162.8% |
| All | +6,642.4% | +1,674.8% | +4,967.6% | +3,624.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling