+1.2%
ABX price history and return analytics
+118.5%
-117.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.6% |
| 7D | -2.3% | -2.0% | -0.3% | -1.6% |
| 30D | +6.8% | -1.4% | +8.3% | +7.4% |
| 3M | +4.6% | +4.7% | -0.1% | +3.0% |
| 6M | -7.6% | +11.4% | -18.9% | -10.8% |
| YTD | +11.5% | +13.1% | -1.6% | +7.1% |
| 1Y | +55.7% | +19.0% | +36.6% | +47.7% |
| 3Y | +31.0% | +73.9% | -43.0% | +17.3% |
| 5Y | +0.2% | +65.4% | -65.2% | -9.5% |
| All | +1.2% | +118.5% | -117.4% | -11.3% |
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