+128.0%
ABBV vs VCIT
+19.7%
+108.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.2% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | +8.0% | +1.9% | +6.1% | +6.5% |
| 3M | +20.2% | -1.4% | +21.6% | +21.5% |
| 6M | +44.0% | -2.1% | +46.1% | +46.4% |
| YTD | +31.3% | -1.6% | +32.9% | +33.0% |
| 1Y | +37.0% | -0.9% | +37.9% | +37.9% |
| 3Y | +128.0% | +20.0% | +108.0% | +112.0% |
| All | +128.0% | +19.7% | +108.3% | +112.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 3y: compounded portfolio wealth divided by compounded VCIT 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…
3y analysis · Full analysis span regression · 6 months rolling