+232.9%
ABT vs VT
+215.5%
+17.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.5% | -3.4% |
| 7D | +3.5% | -2.3% | +5.8% | +5.2% |
| 30D | +12.0% | -5.0% | +17.0% | +16.0% |
| 3M | +2.5% | -4.9% | +7.3% | +5.9% |
| 6M | +29.1% | -1.5% | +30.6% | +29.4% |
| YTD | -10.1% | +8.5% | -18.6% | -16.4% |
| 1Y | -9.8% | +11.4% | -21.2% | -17.9% |
| 3Y | +23.3% | +70.1% | -46.8% | -21.8% |
| 5Y | -2.4% | +53.7% | -56.1% | -33.0% |
| All | +232.9% | +215.5% | +17.3% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling