+94.7%
ABUS vs VT
+69.7%
+24.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -13.1% | -2.3% | -10.7% | -10.6% |
| 30D | -14.7% | -5.0% | -9.7% | -9.8% |
| 3M | -19.4% | -4.9% | -14.5% | -14.9% |
| 6M | -17.2% | -1.5% | -15.7% | -15.7% |
| YTD | -23.9% | +8.5% | -32.4% | -29.9% |
| 1Y | -17.6% | +11.4% | -28.9% | -25.9% |
| 3Y | +94.7% | +70.1% | +24.6% | +7.2% |
| All | +94.7% | +69.7% | +24.9% | +7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling