+209.7%
ABT price history and return analytics
+222.7%
-12.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.2% |
| 7D | -4.7% | -0.1% | -4.6% | -4.7% |
| 30D | -3.1% | -0.7% | -2.5% | -2.7% |
| 3M | +16.1% | +4.0% | +12.1% | +12.4% |
| 6M | -5.3% | +12.3% | -17.6% | -13.8% |
| YTD | -14.4% | +14.0% | -28.5% | -23.2% |
| 1Y | -18.4% | +20.3% | -38.7% | -29.8% |
| 3Y | +11.2% | +75.4% | -64.2% | -30.9% |
| 5Y | -9.4% | +66.0% | -75.3% | -41.4% |
| 10Y | +209.7% | +228.2% | -18.4% | +4.1% |
| All | +209.7% | +222.7% | -12.9% | +4.1% |
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