+280.7%
ABG price history and return analytics
+226.9%
+53.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -0.6% |
| 7D | -3.1% | -2.0% | -1.1% | -0.5% |
| 30D | +0.5% | -1.4% | +1.9% | +2.5% |
| 3M | +5.4% | +4.7% | +0.7% | -1.4% |
| 6M | +4.7% | +11.4% | -6.6% | -10.1% |
| YTD | -10.2% | +13.1% | -23.3% | -24.5% |
| 1Y | -15.5% | +19.0% | -34.5% | -33.7% |
| 3Y | -6.1% | +73.9% | -80.0% | -55.0% |
| 5Y | +22.1% | +65.4% | -43.3% | -36.9% |
| All | +280.7% | +226.9% | +53.8% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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