-17.6%
ABUS vs VT
+10.5%
-28.1%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -13.1% | -2.3% | -10.7% | -10.1% |
| 30D | -14.7% | -5.0% | -9.7% | -9.2% |
| 3M | -19.4% | -4.9% | -14.5% | -14.3% |
| 6M | -17.2% | -1.5% | -15.7% | -16.0% |
| YTD | -23.9% | +8.5% | -32.4% | -32.0% |
| 1Y | -17.6% | +11.4% | -28.9% | -29.7% |
| All | -17.6% | +10.5% | -28.1% | -29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling