+21.5%
ABT vs VUG
+80.4%
-58.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.7% | -1.1% |
| 7D | -5.4% | -1.1% | -4.3% | -5.4% |
| 30D | +8.0% | -7.0% | +15.0% | +8.2% |
| 3M | +0.2% | -3.7% | +3.9% | +0.3% |
| 6M | +34.1% | -1.6% | +35.8% | +34.1% |
| YTD | -10.6% | +5.1% | -15.7% | -11.3% |
| 1Y | -11.8% | +3.8% | -15.6% | -12.4% |
| All | +21.5% | +80.4% | -58.9% | +10.0% |
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