+932.9%
ABVX vs VT
+75.1%
+857.8%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.4% |
| 7D | -1.0% | -2.3% | +1.3% | +3.9% |
| 30D | -1.5% | -5.0% | +3.5% | +9.5% |
| 3M | -34.1% | -4.9% | -29.2% | -27.1% |
| 6M | -32.3% | -1.5% | -30.7% | -31.5% |
| YTD | -36.4% | +8.5% | -44.9% | -49.0% |
| 1Y | -17.5% | +11.4% | -28.9% | -38.1% |
| 3Y | +746.3% | +70.1% | +676.2% | +297.3% |
| All | +932.9% | +75.1% | +857.8% | +376.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling