+63.5%
ABLD price history and return analytics
+62.4%
+1.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.6% |
| 7D | -0.2% | -0.1% | 0.0% | -0.1% |
| 30D | -1.4% | -3.1% | +1.7% | +1.1% |
| 3M | -4.1% | -3.5% | -0.6% | -1.3% |
| 6M | -2.3% | +0.5% | -2.7% | -2.9% |
| YTD | +8.8% | +10.8% | -2.0% | -0.4% |
| 1Y | +9.4% | +11.9% | -2.5% | -0.6% |
| 3Y | +35.1% | +73.0% | -37.9% | -15.2% |
| All | +63.5% | +62.4% | +1.1% | +6.2% |
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