-14.0%
ABT vs VUG
+3.5%
-17.4%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.1% |
| 7D | -1.3% | +2.5% | -3.8% | -1.0% |
| 30D | +6.0% | -6.3% | +12.3% | +5.3% |
| 3M | -1.9% | -6.0% | +4.2% | -2.5% |
| 6M | +31.2% | -3.5% | +34.7% | +31.2% |
| YTD | -11.2% | +3.9% | -15.2% | -14.1% |
| 1Y | -14.0% | +5.1% | -19.1% | -16.7% |
| All | -14.0% | +3.5% | -17.4% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling