+17.2%
VTI vs ABT
-19.6%
+36.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +0.8% |
| 7D | -0.9% | -5.9% | +5.0% | -0.8% |
| 30D | -1.4% | -8.1% | +6.6% | -1.4% |
| 3M | +3.6% | +14.5% | -10.9% | +3.1% |
| 6M | +13.6% | -6.3% | +19.9% | +14.9% |
| YTD | +12.9% | -17.1% | +30.0% | +14.5% |
| 1Y | +17.2% | -21.4% | +38.6% | +19.3% |
| All | +17.2% | -19.6% | +36.8% | +19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling