+587.6%
ABT vs VXUS
+179.6%
+408.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.7% |
| 7D | -3.7% | +1.0% | -4.7% | -4.3% |
| 30D | +2.5% | +2.2% | +0.3% | +1.1% |
| 3M | +20.2% | +3.0% | +17.2% | +17.4% |
| 6M | -2.9% | +10.7% | -13.6% | -9.6% |
| YTD | -11.9% | +17.8% | -29.8% | -21.4% |
| 1Y | -16.5% | +27.6% | -44.1% | -29.2% |
| 3Y | +12.1% | +73.3% | -61.2% | -22.8% |
| 5Y | -7.4% | +54.3% | -61.7% | -31.7% |
| 10Y | +210.7% | +149.8% | +60.9% | +66.6% |
| All | +587.6% | +179.6% | +408.0% | +242.1% |
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