+938.9%
VTI vs ABT
+827.0%
+111.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.9% |
| 7D | +2.5% | -1.3% | +3.8% | +3.1% |
| 30D | -1.5% | +6.0% | -7.6% | -4.2% |
| 3M | -3.2% | -1.9% | -1.3% | -2.9% |
| 6M | +2.3% | +31.2% | -28.9% | -10.2% |
| YTD | +11.6% | -11.2% | +22.9% | +15.3% |
| 1Y | +13.8% | -14.0% | +27.7% | +19.0% |
| 3Y | +77.4% | +20.7% | +56.8% | +55.8% |
| 5Y | +64.6% | -6.7% | +71.2% | +61.0% |
| 10Y | +290.6% | +226.3% | +64.3% | +112.0% |
| All | +938.9% | +827.0% | +111.8% | +257.8% |
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