-25.6%
ABR price history and return analytics
+357.6%
-383.3%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -3.5% |
| 7D | -15.8% | +0.4% | -16.2% | -16.1% |
| 30D | -44.3% | -2.6% | -41.7% | -42.1% |
| 3M | -69.1% | -3.2% | -65.9% | -67.7% |
| 6M | -76.4% | +0.9% | -77.3% | -76.5% |
| YTD | -77.3% | +11.3% | -88.6% | -79.7% |
| 1Y | -80.2% | +14.0% | -94.2% | -82.8% |
| 3Y | -81.9% | +75.8% | -157.7% | -90.2% |
| 5Y | -85.6% | +57.8% | -143.4% | -91.1% |
| 10Y | -38.1% | +219.8% | -257.9% | -81.9% |
| All | -25.6% | +357.6% | -383.3% | -86.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling