-18.3%
ABT vs VUG
+11.8%
-30.0%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.8% |
| 7D | -5.0% | -1.9% | -3.1% | -5.2% |
| 30D | -5.8% | -1.6% | -4.2% | -5.9% |
| 3M | +16.7% | +4.4% | +12.4% | +16.8% |
| 6M | -5.2% | +13.2% | -18.4% | -6.4% |
| YTD | -16.0% | +7.5% | -23.5% | -17.5% |
| 1Y | -18.3% | +12.5% | -30.7% | -20.7% |
| All | -18.3% | +11.8% | -30.0% | -20.7% |
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