+2,826.7%
VRT vs ABT
+89.1%
+2,737.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.6% | +6.3% | +4.3% |
| 7D | +13.6% | -3.1% | +16.7% | +14.4% |
| 30D | +6.8% | -2.1% | +8.9% | +7.1% |
| 3M | -3.2% | +17.4% | -20.6% | -8.2% |
| 6M | +20.3% | -2.4% | +22.7% | +20.7% |
| YTD | +79.6% | -14.2% | +93.8% | +87.0% |
| 1Y | +139.0% | -18.3% | +157.3% | +151.7% |
| 3Y | +644.6% | +11.5% | +633.1% | +569.6% |
| 5Y | +1,024.4% | -9.9% | +1,034.2% | +1,000.4% |
| All | +2,826.7% | +89.1% | +2,737.6% | +2,253.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 10y: compounded portfolio wealth divided by compounded ABT 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…
10y analysis · Full analysis span regression · 6 months rolling