-4.2%
ABT vs VT
+53.4%
-57.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.5% | -3.3% |
| 7D | +3.5% | -2.3% | +5.8% | +4.8% |
| 30D | +12.0% | -5.0% | +17.0% | +14.9% |
| 3M | +2.5% | -4.9% | +7.3% | +5.0% |
| 6M | +29.1% | -1.5% | +30.6% | +29.3% |
| YTD | -10.1% | +8.5% | -18.6% | -15.0% |
| 1Y | -9.8% | +11.4% | -21.2% | -16.1% |
| 3Y | +23.3% | +70.1% | -46.8% | -15.6% |
| All | -4.2% | +53.4% | -57.6% | -32.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling