+46.1%
ABUS vs VT
+221.8%
-175.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.8% |
| 7D | +11.7% | +2.4% | +9.4% | +8.8% |
| 30D | -2.4% | -1.5% | -0.9% | -0.5% |
| 3M | -10.7% | -4.1% | -6.6% | -6.2% |
| 6M | -5.1% | +0.6% | -5.7% | -5.7% |
| YTD | -15.0% | +11.0% | -26.0% | -24.3% |
| 1Y | -10.3% | +13.3% | -23.7% | -22.0% |
| 3Y | +128.5% | +73.4% | +55.1% | +22.1% |
| 5Y | +17.9% | +57.4% | -39.6% | -29.1% |
| All | +46.1% | +221.8% | -175.7% | -66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling