-7.9%
ABVC vs VT
+73.6%
-81.5%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -6.2% | -1.6% | -4.6% | -4.5% |
| 30D | -2.5% | -2.5% | 0.0% | +0.1% |
| 3M | -5.3% | -1.3% | -4.0% | -3.8% |
| 6M | -4.4% | +3.1% | -7.5% | -7.3% |
| YTD | -53.8% | +10.9% | -64.7% | -58.3% |
| 1Y | -66.7% | +12.1% | -78.8% | -70.2% |
| All | -7.9% | +73.6% | -81.5% | -21.2% |
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