+1,156.2%
ABBV vs VCIT
+48.6%
+1,107.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +0.4% | -0.3% | +0.7% | +0.5% |
| 30D | +4.2% | -0.8% | +4.9% | +4.4% |
| 3M | +14.8% | -1.0% | +15.8% | +15.2% |
| 6M | +10.3% | -1.8% | +12.1% | +10.9% |
| YTD | +14.9% | -0.7% | +15.6% | +15.1% |
| 1Y | +24.1% | +1.0% | +23.2% | +23.8% |
| 3Y | +91.9% | +18.8% | +73.1% | +84.3% |
| 5Y | +176.0% | +3.5% | +172.6% | +170.3% |
| 10Y | +502.9% | +29.2% | +473.7% | +516.8% |
| All | +1,156.2% | +48.6% | +1,107.6% | +1,187.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling