+228.3%
ABT vs VT
+217.6%
+10.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.3% |
| 7D | +1.0% | -0.1% | +1.1% | +1.0% |
| 30D | +11.6% | -3.1% | +14.6% | +13.9% |
| 3M | +2.3% | -3.5% | +5.8% | +4.7% |
| 6M | +32.7% | +0.5% | +32.3% | +31.2% |
| YTD | -9.6% | +10.8% | -20.4% | -17.3% |
| 1Y | -10.1% | +11.9% | -22.0% | -18.4% |
| 3Y | +25.2% | +73.0% | -47.8% | -21.5% |
| 5Y | -4.5% | +58.6% | -63.1% | -36.0% |
| 10Y | +228.3% | +219.2% | +9.1% | +13.6% |
| All | +228.3% | +217.6% | +10.6% | +13.6% |
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