+1,297.0%
ABVX vs VT
+82.5%
+1,214.5%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.1% | -1.1% |
| 7D | +1.7% | -2.0% | +3.7% | +6.1% |
| 30D | -8.6% | -1.4% | -7.1% | -5.9% |
| 3M | +18.3% | +4.7% | +13.6% | +6.6% |
| 6M | +0.6% | +11.4% | -10.8% | -22.2% |
| YTD | -14.0% | +13.1% | -27.1% | -36.6% |
| 1Y | +32.3% | +19.0% | +13.3% | -15.7% |
| All | +1,297.0% | +82.5% | +1,214.5% | +493.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling