+297.8%
VTI vs ABT
+201.3%
+96.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.4% |
| 7D | -0.9% | -5.9% | +5.0% | +1.5% |
| 30D | -1.4% | -8.1% | +6.6% | +1.9% |
| 3M | +3.6% | +14.5% | -10.9% | -2.9% |
| 6M | +13.6% | -6.3% | +19.9% | +15.7% |
| YTD | +12.9% | -17.1% | +30.0% | +20.8% |
| 1Y | +17.2% | -21.4% | +38.6% | +28.1% |
| 3Y | +75.7% | +5.9% | +69.8% | +62.2% |
| 5Y | +75.4% | -12.8% | +88.2% | +76.7% |
| All | +297.8% | +201.3% | +96.5% | +131.5% |
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