+883.1%
ABT vs VTV
+712.5%
+170.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -4.7% | -0.7% | -4.1% | -4.3% |
| 30D | -3.1% | -0.5% | -2.6% | -2.8% |
| 3M | +16.1% | +5.3% | +10.8% | +12.4% |
| 6M | -5.3% | +12.9% | -18.2% | -12.5% |
| YTD | -14.4% | +18.5% | -32.9% | -23.3% |
| 1Y | -18.4% | +25.3% | -43.7% | -29.5% |
| 3Y | +11.2% | +68.2% | -57.0% | -21.0% |
| 5Y | -9.4% | +80.6% | -90.0% | -38.2% |
| 10Y | +209.7% | +232.9% | -23.2% | +46.2% |
| All | +883.1% | +712.5% | +170.6% | +175.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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