-97.5%
ABVC vs VT
+60.6%
-158.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +0.2% |
| 7D | -8.3% | -0.3% | -8.0% | -8.0% |
| 30D | +2.0% | -1.4% | +3.5% | +3.1% |
| 3M | -6.5% | -1.4% | -5.1% | -5.4% |
| 6M | -4.8% | +5.5% | -10.2% | -8.4% |
| YTD | -53.1% | +12.8% | -65.9% | -56.9% |
| 1Y | -64.5% | +15.4% | -80.0% | -67.8% |
| 3Y | -14.5% | +76.9% | -91.4% | -38.2% |
| 5Y | -97.5% | +60.4% | -157.9% | -97.7% |
| All | -97.5% | +60.6% | -158.0% | -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