+62.1%
ABM price history and return analytics
+217.6%
-155.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.4% |
| 7D | +2.2% | -0.1% | +2.3% | +2.2% |
| 30D | +10.4% | -3.1% | +13.5% | +13.6% |
| 3M | +15.0% | -3.5% | +18.5% | +18.7% |
| 6M | +38.0% | +0.5% | +37.6% | +35.5% |
| YTD | +33.0% | +10.8% | +22.2% | +17.5% |
| 1Y | +33.1% | +11.9% | +21.2% | +16.0% |
| 3Y | +46.6% | +73.0% | -26.4% | -20.5% |
| 5Y | +26.7% | +58.6% | -31.9% | -25.1% |
| 10Y | +62.1% | +219.2% | -157.1% | -58.6% |
| All | +62.1% | +217.6% | -155.6% | -58.6% |
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