+597.9%
ABT vs VXUS
+164.4%
+433.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.6% |
| 7D | -5.4% | -0.5% | -4.9% | -5.2% |
| 30D | +8.0% | -1.2% | +9.2% | +8.6% |
| 3M | +0.2% | -3.8% | +4.1% | +2.4% |
| 6M | +34.1% | -1.7% | +35.8% | +34.3% |
| YTD | -10.6% | +11.4% | -22.0% | -17.6% |
| 1Y | -11.8% | +13.3% | -25.1% | -19.6% |
| 3Y | +23.9% | +70.0% | -46.1% | -14.0% |
| 5Y | -5.1% | +48.1% | -53.2% | -28.4% |
| 10Y | +228.6% | +147.1% | +81.6% | +77.4% |
| All | +597.9% | +164.4% | +433.6% | +258.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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