+584.1%
ABT vs VT
+345.0%
+239.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.4% | +0.7% |
| 7D | +8.6% | -4.2% | +12.8% | +11.3% |
| 30D | +16.4% | -5.8% | +22.2% | +20.4% |
| 3M | +8.1% | -5.2% | +13.4% | +11.3% |
| 6M | +32.1% | +0.1% | +31.9% | +31.1% |
| YTD | -7.1% | +8.2% | -15.3% | -12.0% |
| 1Y | -6.5% | +10.1% | -16.6% | -12.4% |
| 3Y | +26.2% | +69.7% | -43.4% | -9.7% |
| 5Y | +0.9% | +53.4% | -52.5% | -23.6% |
| 10Y | +250.7% | +219.2% | +31.5% | +77.8% |
| All | +584.1% | +345.0% | +239.1% | +178.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling