-20.4%
ABUS vs VT
+10.7%
-31.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -4.1% | -5.5% | -4.7% |
| 7D | -14.3% | -4.2% | -10.1% | -9.5% |
| 30D | -18.1% | -5.8% | -12.3% | -11.9% |
| 3M | -20.6% | -5.2% | -15.3% | -15.2% |
| 6M | -16.6% | +0.1% | -16.7% | -17.2% |
| YTD | -23.7% | +8.2% | -31.9% | -31.9% |
| 1Y | -20.4% | +10.1% | -30.5% | -31.2% |
| All | -20.4% | +10.7% | -31.1% | -31.2% |
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