+9.3%
ABT vs VUG
+85.5%
-76.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | -4.7% | +0.1% | -4.8% | -4.7% |
| 30D | -3.1% | -1.7% | -1.4% | -3.1% |
| 3M | +16.1% | +2.8% | +13.3% | +16.0% |
| 6M | -5.3% | +13.6% | -18.9% | -6.4% |
| YTD | -14.4% | +8.1% | -22.5% | -15.1% |
| 1Y | -18.4% | +13.1% | -31.5% | -19.4% |
| All | +9.3% | +85.5% | -76.2% | +0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling