+240.2%
ABG price history and return analytics
+221.8%
+18.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | -2.7% | +2.4% | -5.1% | -5.5% |
| 30D | +21.7% | -1.5% | +23.2% | +23.9% |
| 3M | -6.4% | -4.1% | -2.2% | -1.3% |
| 6M | +2.2% | +0.6% | +1.7% | +0.6% |
| YTD | -15.2% | +11.0% | -26.2% | -27.3% |
| 1Y | -11.7% | +13.3% | -25.0% | -26.2% |
| 3Y | -3.2% | +73.4% | -76.6% | -53.7% |
| 5Y | +6.7% | +57.4% | -50.7% | -41.3% |
| All | +240.2% | +221.8% | +18.5% | -31.8% |
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