-64.5%
ABVC vs VT
+15.2%
-79.8%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | -1.0% |
| 7D | -8.3% | -0.3% | -8.0% | -7.8% |
| 30D | +2.0% | -1.4% | +3.5% | +4.1% |
| 3M | -6.5% | -1.4% | -5.1% | -4.5% |
| 6M | -4.8% | +5.5% | -10.2% | -13.5% |
| YTD | -53.1% | +12.8% | -65.9% | -63.2% |
| 1Y | -64.5% | +15.4% | -80.0% | -72.9% |
| All | -64.5% | +15.2% | -79.8% | -72.9% |
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