-97.5%
ABVC vs VT
+57.9%
-155.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -6.2% | -1.6% | -4.6% | -5.0% |
| 30D | -2.5% | -2.5% | 0.0% | -0.6% |
| 3M | -5.3% | -1.3% | -4.0% | -4.2% |
| 6M | -4.4% | +3.1% | -7.5% | -6.4% |
| YTD | -53.8% | +10.9% | -64.7% | -56.9% |
| 1Y | -66.7% | +12.1% | -78.8% | -69.2% |
| 3Y | -15.8% | +73.9% | -89.7% | -38.3% |
| All | -97.5% | +57.9% | -155.4% | -97.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling