+954.4%
VTI vs ABT
+795.9%
+158.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | +0.5% |
| 7D | +0.6% | -3.1% | +3.8% | +2.0% |
| 30D | -1.1% | -2.1% | +1.0% | -0.3% |
| 3M | +3.9% | +17.4% | -13.5% | -3.8% |
| 6M | +14.6% | -2.4% | +17.0% | +14.4% |
| YTD | +13.3% | -14.2% | +27.5% | +19.1% |
| 1Y | +19.2% | -18.3% | +37.5% | +27.7% |
| 3Y | +77.4% | +11.5% | +65.9% | +61.5% |
| 5Y | +74.0% | -9.9% | +83.9% | +73.1% |
| 10Y | +294.6% | +204.4% | +90.2% | +121.1% |
| All | +954.4% | +795.9% | +158.5% | +269.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling